# ALLOCATION PLUS ASSET MANAGEMENT CO INC

ALLOCATION PLUS ASSET MANAGEMENT CO INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106767
- Type: SEC-registered investment adviser
- SEC file number: 801-45877
- Location: 164 CANAL ST, STE 500, BOSTON, MA, 02114-1809
- Phone: 617-723-1407
- Latest filing: 2004-03-30
- Regulatory AUM: $85.8M
- Discretionary AUM: $52.0M
- Non-discretionary AUM: $33.8M
- Clients: 1
- Accounts: 858

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [BLEIDT BRADFORD CHESTER](https://search.stillhousedata.com/person/778670) | PRESIDENT/CEO | — |
| [MCCARTY JAMES XAVIER](https://search.stillhousedata.com/person/778671) | CHIEF COMPLIANCE OFFICER | — |
| [RAFTOPOULOS GEORGE](https://search.stillhousedata.com/person/781229) | CHIEF INVESTMENT OFFICER | — |
| [KEEFE JAMES EDMUND](https://search.stillhousedata.com/person/792875) | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106767/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106767/similar
- Related entities: https://search.stillhousedata.com/firm/106767/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106767

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.