Allocate Management is a private markets infrastructure platform founded by Samir Kaji and Hana Yang, both veterans of venture banking at First Republic and SVB. The firm operates as an operating system connecting wealth advisors and asset managers, enabling efficient capital flows into private markets. As of August 2026, Allocate manages $5.1 billion in assets across 375+ wealth advisory firms and maintains relationships with 1,500+ private asset managers. Allocate provides white-labeled fund and SPV solutions, AI-powered portfolio tracking, and curated investment opportunities across venture capital, growth equity, buyout, and private credit. The platform handles subscriptions, capital flows, and fund administration, allowing wealth advisors to build institutional-quality private markets programs without operational overhead. Advisory services are provided by Allocate Management Company, LLC, with offices in Palo Alto and New York City.

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