Allocate

VC firm · Palo Alto, CA

Verified active in the last 12 monthsSEC-registered adviser

Venture firm based in Palo Alto, CA. Most recent fund on file: Allocate Venture Co-Investment Fund I, L.P. ($19.8M offering), filed Jul 2026.

“Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, reporting, and streamlined operations.” (from the firm’s website)

Stages: Growth
Typical check (est.): $200K–$600K
Latest fund: $3.65M · Sep 2026
Last verified activity: Sep 2026

Focus

FintechCrypto & Web3

Funds and vehicles on SEC file

Allocate ATMS Holdings, L.P.
Fund · $3.65M offering
Sep 2026
Allocate Venture Co-Investment Fund I, L.P.
Fund · $19.8M offering
Jul 2026
Allocate MQ Holdings, L.P.
Fund · $7.1M offering
Jun 2026

Sources

SEC Form D: Allocate ATMS Holdings, L.P.Sep 14, 2026
SEC Form D: Allocate Venture Co-Investment Fund I, L.P.Jul 28, 2026
SEC Form D: Allocate MQ Holdings, L.P.Jun 4, 2026
SEC adviser record: Allocate Management Company, LLCAug 24, 2026
Firm websiteOct 12, 2026

Profile last verified Oct 12, 2026. Is this you? Correct or remove this profile.