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ALLOCATERITE, INC.
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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%
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ALLOCATERITE, INC.
also reported in
Jun 2018:
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8
employees,
all of whom perform advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ALLOCATERITE, INC. has one or more disclosure events currently on file with the SEC.
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ALLOCATERITE, INC. has No Notice Filings with State Securities Authorities.
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
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contact FindingFraud.org with questions or concerns.
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