Director, Managing Director · Allocate Management Company, LLC
Peter J. Epstein
CRD 6091805 · Named on Form ADV at one SEC-registered adviser
At a glance
Allocate Management Company, LLC, an SEC-registered private fund adviser based in Palo Alto, CA with $3.0 billion in regulatory assets, lists Peter J. Epstein on its Form ADV as Director, Managing Director, a control person.
Firms and roles
- Allocate Management Company, LLCDirector, Managing DirectorPrivate fund adviser · Palo Alto, CA · $3.0B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Samir S. KajiDirector, President, Investment Committee Member, Allocate Management Company, LLC
- Hana YangVice President, Director, Allocate Management Company, LLC
- Ashley D. Smith-RoosChief Compliance Officer, Allocate Management Company, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.