Allocate Management Company, LLC
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Overview
Allocate Management Company, LLC is a financial advisory company based in Menlo Park, California. The firm manages $247.0 million in assets under management throughout 24 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Allocate Management Company, LLC has a small group, including 4 financial advisors. Allocate Management Company, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Allocate Management Company, LLC oversees 23 of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction judgments without requiring the customer's approval. It also has one non-discretionary accounts with a total of $9.8 million in assets. The firm's typical account size is $10.3 million. An average financial advisor at Allocate Management Company, LLC oversees around six client accounts, placing it among the more individualized financial advisor firms in the country.
The firm's main office is located at 1300 El Camino Real, Menlo Park, California 94025. The company is permitted to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Allocate Management Company, LLC by the Numbers
$247.0 million
13
24
$10.3 million
Products and Services
Financial services provided by Allocate Management Company, LLC include portfolio management for pooled investment vehicles and selection of other advisers. The company does not sell products or offer services apart from investment advice to its investment advisory clients. The firm also has a number of financial industry affiliations, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on the financial services provided. Fee types charged by the company may include the following fee structures: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 24 clients, Allocate Management Company, LLC's largest client type is pooled investment vehicles. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Allocate Management Company, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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