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 | 44 (29 on RocketReach) |
| Founded | 2019 |
| Technologies |
JavaScript
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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 | Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, BlackRock, Northern Trust Corporation, T. Rowe Price, Invesco Ltd., State Street Global Advisors, GSAM STABLE VALUE, LLC +35 more (view full list) |
Looking for a particular Allocations employee's phone or email?
Allocations Questions
The Allocations annual revenue was $8 million in 2026.
Kingsley Advani is the Founder and CEO of Allocations.
29 people are employed at Allocations.
Top Allocations Employees
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Kingsley Advani
Founder and CEO at Allocations
Miami, FL, US55 -
13
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Brian Fischer
Chief Operations Officer at Allocations
Milwaukee, WI, US5+5+ -
Kurt Nuñez
Chief Compliance Officer at Allocations
Santa Rosa, CA, US45+ -
Janelle Rosser
Director of Operations-SPV at Allocations
Woods Cross, UT, US31 -
Taylor Coffelt
Vice President of Engineering at Allocations
Eagle Mountain, UT, US21 -
Richard Thoms
Director of Private Equity Operational Compliance at Allocations
Sneads Ferry, NC, US15 -
Alex Ponce
Manager Strategic Partnerships at Allocations
Berkeley, CA, US11 -
Wes Griffin
Software Engineer at Allocations
Portland, OR, US
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