Transforming the Private Market Investing Experience

Allocate is a comprehensive platform that helps family offices and RIAs discover, access, and manage private market opportunities through investment curation, portfolio tracking, and custom solutions.

Wealth Advisors
Family Offices & Individuals

Allocate by the numbers

As of 1/14/2025

900+

Family office & high-net-worth clients

250+

Wealth Advisor Firms

$950MM+

AUM/AUA

AUM includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts.

In the Press

We are backed by leading firms

Allocate Institute

Our educational platform combines expert-led content, in-depth market research, and an engaged community of sophisticated investors, providing you with the tools and insights needed to navigate the evolving private markets landscape.

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Copyright 2025 Allocate Holdings Inc. All rights reserved.

The information provided on this Site is for informational and discussion purposes only. It is not intended to serve as a recommendation for any investment, service, product, or advice of any kind, nor does it constitute or imply an offer of any kind. Investment opportunities, products, or services will only be made available through formal offering documents and/or applicable agreements. The specific terms of any product, service, or investment opportunity — including size, costs, and other characteristics — will be outlined in their respective governing documents and may differ materially from those presented in this Site and are subject to change without prior notice. Advisory services are offered by Allocate Management Company, LLC. For additional legal disclosure about Allocate and its products and services, please see here.