Form D · Other Investment Fund
Allocate - PWH Fund 1, L.P.
Palo Alto, CA · CIK 0001950288
Offering snapshot reported May 11, 2026 · SEC filing
- Reported sold
- $120M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Oct 7, 2022 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$80,000,000 → $120,000,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 11, 2026 | Amendment | $120,000,000 | $40,000,000vs Oct 8, 2024 | 1 | SEC filing |
| Oct 8, 2024 | Amendment | $80,000,000 | $55,000,000vs Oct 11, 2023 | 1 | SEC filing |
| Oct 11, 2023 | Amendment | $25,000,000 | $20,000,000vs Oct 12, 2022 | 1 | SEC filing |
| Oct 12, 2022 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-461452
Source: Form D, filed May 11, 2026. 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 |
|---|---|
| N/A Allocate Management Company, Llc | Promoter |
| N/A Allocate Master Gp 1, L.L.C. | Promoter |
| Owen Timothy Niland | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
502 Waverley Street, Suite 2
Palo Alto, CA, 94301
Palo Alto, CA, 94301