Allocate Asset Manager Profile - aVenture Research
Allocate is a platform focused on democratizing access to alternative investments, particularly in venture capital and private markets. The firm aims to provide investors, including RIAs, private banks, and family offices, with opportunities to diversify their portfolios and potentially achieve higher returns through exclusive private market investments.
The company has raised $10 million in funding to modernize venture capital investing, bringing its total funding to $15.5 million. Allocate's operating system for private market investing offers tailored solutions for different investor types, enabling them to enhance their alternatives platforms and private market portfolios. The firm leverages its team's extensive industry experience to break down traditional barriers in private market investing.
Classification
Also Known As
Allocate Management Company, LLC
Firm CRD
316814
NAICS
52Finance and InsuranceEdition: 2022
523Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesEdition: 2022