# ALLOCATE MANAGEMENT COMPANY, LLC

ALLOCATE MANAGEMENT COMPANY, LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316814
- Type: SEC-registered investment adviser
- SEC file number: 801-126667
- Location: 502 WAVERLEY STREET, PALO ALTO, CA, 94301
- Phone: 650-331-4151
- Latest filing: 2026-08-24
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $667.7M
- Clients: 16
- Accounts: 171

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Charities, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Hana Yang](https://search.stillhousedata.com/person/34976) | VICE PRESIDENT, DIRECTOR | Palo Alto, CA |
| [Samir Surjit Kaji](https://search.stillhousedata.com/person/670831) | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | — |
| [Peter Jason Epstein](https://search.stillhousedata.com/person/670833) | DIRECTOR, MANAGING DIRECTOR | — |
| [Ashley Dolores Smith-Roos](https://search.stillhousedata.com/person/670834) | CHIEF COMPLIANCE OFFICER | — |
| [Saul Andres Cardenas](https://search.stillhousedata.com/person/687138) | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CHIEF OPERATING OFFICER | — |
| [Epstein Jason](https://search.stillhousedata.com/person/864179) | DIRECTOR, MANAGING DIRECTOR | — |
| [Kaji Samir Surjit](https://search.stillhousedata.com/person/872175) | CEO & SHAREHOLDER, COMMON AND PREFERRED SHARES; DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | — |
| [Miller Coleman Chandler](https://search.stillhousedata.com/person/872176) | CHIEF COMPLIANCE OFFICER | — |
| [YANG HANA](https://search.stillhousedata.com/person/876157) | VICE PRESIDENT, DIRECTOR | — |
| [CARDENAS SAUL ANDRES](https://search.stillhousedata.com/person/876158) | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| [CRONIN DANIEL PATRICK](https://search.stillhousedata.com/person/876159) | DIRECTOR, HEAD OF ADVISOR RELATIONSHIPS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316814/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316814/similar
- Related entities: https://search.stillhousedata.com/firm/316814/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316814

---

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.