Investment adviser · CRD 291921

REALLOCATE

Investment adviser filing (IA)

REALLOCATE ADVISORS, LLC

LAKE OSWEGO, OR, United States · Form ADV filed Apr 1, 2022

Regulatory AUM: $1.3M
Client accounts: 1
Employees: 5
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	Fewer than 5	$1,300,000	100.0%
Individuals	Fewer than 5	Not reported	Not reported
High-net-worth individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1613067 · Apr 1, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2022. View historical filings

Reported services

Pooled investment vehicle management · Educational seminars

Compensation

Percentage of assets

Principal office

525 3RD STREET, SUITE 200
LAKE OSWEGO, OR, 97034, United States

CRD 291921

Filing source

Form ADV 1613067 · Apr 1, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.