Allocations is a fund administration platform that administers over $3 billion in assets across more than 1,800 funds and 30,000 clients, covering the full lifecycle of SPVs, funds, and offshore structures. From entity formation and investor onboarding to capital calls, distributions, and tax reporting, all on a single platform.
| Website | http://www.allocations.com |
| Revenue | $8 million |
| Employees | 48 (30 on RocketReach) |
| Founded | 2019 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Fund Administration, Alternative Investments, Asset Servicing, Wealth Management, High Net Worth, Portfolio Management, Financial Services, Investment Management, Fund Accounting, Regulatory Reporting, Compliance, Private Equity, Venture Capital, Institutional Investing, Capital Markets, Financial Technology, Asset Allocation |
| Competitors | BlackRock, State Street Global Advisors, Vanguard, Schwab Advisor Services, Fidelity Investments, Morgan Stanley, GSAM STABLE VALUE, LLC, Invesco Ltd., T. Rowe Price, Northern Trust Corporation +35 more (view full list) |
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The Allocations annual revenue was $8 million in 2026.
Kingsley Advani is the Founder of Allocations.
30 people are employed at Allocations.