DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Private Equity
Menlo Park, CA
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, reporting, and streamlined operations.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | ADV type | Form D sold | GAV | LPs |
|---|---|---|---|---|---|---|
| Allocate Spv Lsvp Es 2022, L.P. | 2022 | Unknown | Venture Capital Fund | n/a | $14.6M | 0 |
| Allocate Spv Lsvp Opp Fund II 2022, L.P. | 2022 | Unknown | Venture Capital Fund | n/a | $16.9M | 0 |
Also named here, with no published line of their own (reach them through the firm): Saul Andres Cardenas (Secretary, Chief Compliance Officer, General Counsel), Peter Jason Epstein (Director, Managing Director), Samir Surjit Kaji (Director, President, Investment Committee Member), Hana Yang (Vice President, Director).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan