Form D · Investing
ALLOCATE HOLDINGS INC.
Palo Alto, CA · CIK 0001916972
Offering snapshot reported Sep 4, 2025 · SEC filing
- Reported sold
- $43.1M Offering amount: $45.7M
- Investors reported
- 72 Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Aug 21, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 4, 2025 | Initial | $43,144,874 | No comparison | 72 | SEC filing |
| Mar 25, 2022 | Initial | $20,625,324 | No comparison | 50 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-556570
Source: Form D, filed Sep 4, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Samir Kaji | Director, Executive |
| Carter Reum | Director |
| Hana Yang | Director |
Issuer details
Industry: Investing (See others in industry)
Address:
502 Waverley Street, Ste. 2
Palo Alto, CA, 94301
Palo Alto, CA, 94301