ALLOCATE MANAGEMENT COMPANY, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 316814). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Hana Yang | VICE PRESIDENT, DIRECTOR | Palo Alto, CA |
| Samir Surjit Kaji | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | — |
| Peter Jason Epstein | DIRECTOR, MANAGING DIRECTOR | — |
| Ashley Dolores Smith-Roos | CHIEF COMPLIANCE OFFICER | — |
| Saul Andres Cardenas | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CHIEF OPERATING OFFICER | — |
| Epstein Jason | DIRECTOR, MANAGING DIRECTOR | — |
| Kaji Samir Surjit | CEO & SHAREHOLDER, COMMON AND PREFERRED SHARES; DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | — |
| Miller Coleman Chandler | CHIEF COMPLIANCE OFFICER | — |
| YANG HANA | VICE PRESIDENT, DIRECTOR | — |
| CARDENAS SAUL ANDRES | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| CRONIN DANIEL PATRICK | DIRECTOR, HEAD OF ADVISOR RELATIONSHIPS | — |