ALLOCATE MANAGEMENT COMPANY, LLC

MENLO PARK, California·5 registered advisors·CRD# 316814
SEC# 801-1266670650-260-3431
01

Firm Overview

AUM
$482M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at ALLOCATE MANAGEMENT COMPANY, LLC

5 registered advisors
Daniel Patrick Cronin
MENLO PARK, California
Hana Yang
MENLO PARK, California
Peter Jason Epstein
MENLO PARK, California
Samir Surjit Kaji
MENLO PARK, California
Saul Andres Cardenas
MENLO PARK, California
05

Office Locations

MENLO PARK, California
5 advisors

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Data sourced from SEC Form ADV filings. ALLOCATE MANAGEMENT COMPANY, LLC (CRD# 316814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.