Managers/Private equity/California/Allocate Management Company

Allocate Management Company

Allocate Management Company is a private equity and venture manager in Palo Alto, CA. It is registered with the SEC as an investment adviser with $3B in regulatory assets and 16 staff. It has 27 funds on file, the latest reported in May 2026.

Funds on file
27
Raised, all funds
$498.3M
Regulatory assets
$3B
Staff
16
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
May 2026 KV 2025 - Allocate Access, L.P. Venture $62.2M Not given
May 2026 Allocate Premier Access Fund III, L.P. Private equity $51.2M Not given
Mar 2026 Allocate LSVP Faction Access Fund II, L.P. Private equity $1.8M Not given
Mar 2026 Allocate SP Holdings II, L.P. Private equity $57.2M Not given
Jan 2026 H Small Cap & Growth IV - Allocate Access, L.P. Private equity $4.1M Not given
Oct 2025 Menlo Ventures 2025 - Allocate Access, L.P. Private equity $6.5M Not given
Sep 2025 Allocate SP Holdings I, L.P. Private equity $1M Not given
Aug 2025 WTI XI - Allocate Access Fund, L.P. Private equity $13.2M Not given
Aug 2025 Pinegrove I - Allocate Access, L.P. Private equity $9.2M Not given
Jul 2025 KP 2024 Allocate Access Fund, L.P. Private equity $21.3M Not given
Jun 2025 F-X - Allocate Access, L.P. Private equity $9.5M Not given
Jun 2025 Lux Defense - Allocate Access, L.P. Private equity $17.2M Not given
May 2025 Vista Endeavor III Allocate Access Fund, L.P. Private equity $6.2M Not given
Apr 2025 FPV II - Allocate Access, L.P. Private equity $7.3M Not given
Mar 2025 LS 2024 - Allocate, L.P. Private equity $17.1M Not given
Feb 2025 8VC VI Allocate Access Fund, L.P. Private equity $13.3M Not given
Nov 2024 Theory Ventures II Allocate Access Fund, L.P. Private equity $6M Not given
Oct 2024 OTV Allocate, L.P. Private equity $5M Not given
Oct 2024 Allocate Alpha Fund III, L.P. Private equity $12.1M Not given
Sep 2024 Zeev Ventures X Allocate Access Fund, L.P. Private equity $11.6M Not given
Jul 2024 Allocate Premier Access Fund II, L.P. Private equity $41.6M Not given
Apr 2024 A16Z - Allocate 2024 Fund, L.P. Private equity $64.5M Not given
Jul 2023 Bluebird Ventures - Allocate, L.P. Private equity $4M Not given
Jul 2023 Floreat Ventures - Allocate, L.P. Private equity $2.5M Not given
Jun 2023 Mays-Allocate, L.P. Private equity $20M Not given
Feb 2022 Allocate Premier Access Fund, L.P. Venture $21.9M $60M
Sep 2021 Allocate Alpha Fund, L.P. Venture $10.7M $10.7M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$3B
Employees16
Clients99 private funds, 59 wealthy individuals and 9 other advisers.
Control personsSaul, Andres Cardenas, Peter, Jason Epstein, Samir, Surjit Kaji, Hana Yang.
Private funds28 private funds holding $306.8M in gross assets.

Private funds it reports

FundTypeGross assets
Allocate Premier Access Fund Venture $57.7M
Allocate Premier Access Fund II Venture $37.4M
Allocate Alpha Fund II Venture $24.1M
Allocate Lsvp Faction Access Fund Venture $23.5M
Allocate SPV Lsvp Opp Fund II 2022 Venture $16.9M
Allocate SPV Lsvp ES 2022 Venture $14.6M
Zeev Ventures 2022 Allocate Access Fund Venture $14M
Allocate - FPV I Access Fund Venture $11M
Allocate Alpha Fund Venture $10.6M
Theory Ventures 2023 Allocate Access Fund Venture $9.1M
Allocate - A16Z AF 2022 Access Fund Venture $8.6M
8VC 2023 Allocate Access Fund Venture $7.7M
Goodwater Capital 2022 Access Fund Venture $7.3M
Allocate Uncork Access Fund 2022 Venture $6.3M
Altimeter 2023 Allocate Access Fund Venture $5.8M