Allocate is building the infrastructure powering the future of private investing.
Designed for the modern investors — wealth advisors, family offices, and ultra-high-net-worth individuals — our full-stack platform transforms private markets from opaque and fragmented to personalized, transparent, and intelligent.
We combine deep expertise across private markets — from venture capital, private equity, credit, and secondaries with cutting-edge technology to support institutional-quality portfolio construction, liquidity planning, and long-term management.
We are transforming the private markets investing experience for today’s investors, making them more accessible, customizable, and powerful than ever before.
If you're not already an Allocate member, get in touch here:
Samir Kaji
Co-Founder, CEO & President
Hana Yang
Co-Founder & CXO
Austen McGregor
Senior Director, Client Solutions
Peter Epstein
Managing Director, Relationship Management
Nic Millikan
Managing Director, Investments
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Fahad Shoukat
Senior Director, Relationship Management
Matt Choi
Director, Fund & IR Operations
Cooper Parks
Director, Client Solutions
Ace Clarke-Fisher
Director, Relationship Management
Camila Orozco Gil
Associate, Investments
Benjamin Weintraub
Associate, Investments
Saul Cardenas
COO, GC, CCO
Carly Chan
Director, Marketing
