ALLOCATERITE, INC. (CRD# 285955) is an SEC-Registered Investment Advisor (RIA), headquartered in New York, NY. The SEC approved the firm to operate as an RIA in Mar 2017. In Jun 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $31.5 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ALLOCATERITE, INC. also reported in Jun 2018:
  • 8 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALLOCATERITE, INC. has one or more disclosure events currently on file with the SEC.

View ALLOCATERITE, INC.'s most recent Form ADV filing

ALLOCATERITE, INC. has No Notice Filings with State Securities Authorities.

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