Who we are
Allocations was founded in 2019 by Kingsley Advani to standardize SPV formation and administration for investor syndicates and fund managers. Today the platform serves 30,000+ clients across 1,800+ private funds, with $3B+ in assets
The team brings 60+ years of private equity fund experience, servicing over 10,000 private funds — spanning fund administration, compliance (FINRA, NFA, and state registrations), accounting, legal engineering, and large-scale investment processing systems.
Allocations' secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC — a wholly owned subsidiary of Allocations, Inc.
SPVs & Funds
Launch startup, crypto, secondary, real estate, and custom SPVs, or full fund structures — entity formation, banking, and documents handled end to end.
Administration & Tax
Scalable tax preparation, compliance and migration services: Reg D filings, capital account statements, K-1 filing, and accounting.
Secondary Market
AllocationsX gives accredited investors access to pre-IPO secondaries on a regulated Alternative Trading System operated by Allocations Securities, LLC, member FINRA/SIPC.
The Team
Kingsley Advani
Founder & CEO
Angel investor since 2013 with investments in over 200 companies. Fund manager for 30 funds. Founded Allocations to standardize SPV formation and administration for investor syndicates and fund managers.
Brian Fischer
Chief Operating Officer
Operational leader with experience overseeing 10,000 plus private funds. Former VP of Operations at Assure, focused on scaling teams, optimizing processes, strengthening financial controls, and driving sustainable revenue growth.
Luis Brecci
Chief Revenue Officer
Luis works with fund managers on SPV structuring and fund administration across real estate, art, and venture investments. His work has supported vehicles managing over $2.2B in assets, including investments in companies such as SpaceX, OpenAI, and Anthropic.
Kurt Nunez
Chief Compliance Officer
Oversees broker-dealer, investment adviser, and investment company compliance. Brings experience across FINRA, NFA, and state registrations, AML audits, supervisory procedures, branch exams, and marketing and advertising reviews.
Richard Nicholls
Director of Project & Process Management
Globally experienced project leader with over a decade managing multibillion dollar initiatives across technology, finance, and regulated industries, specializing in execution, process design, and cross functional delivery.
Rich Thoms
Director of Compliance
Brings institutional experience from Goldman Sachs and State Street, supporting private equity operational compliance through fund administration, accounting oversight, and regulatory process management.
Taylor Coffelt
Vice President of Engineering
Built and deployed large scale investment processing systems used across private markets. His work spans SaaS platforms, financial integrations, and system architecture supporting high volume, regulated investment workflows.
Titus Gulbis
Director of Legal Engineering
Ivy League trained finance lawyer focused on financing projects and regulatory developments concerning financial institutions. Actively follows regulatory changes in fintech and their implications for financial markets.
Blake Richards
Director of Accounting
SPV and VC fund administration expert since 2015. Led accounting system transitions, and managed accounting, compliance, audit, and tax support for complex fund structures.
“We were very impressed by how Allocations handled our SPV. We’ve tried almost all the existing platforms, and Allocations was by far the best of the breed. Thank you! We firmly believe that Allocations can become the new standard in fund creation and management.”
Mario Moscatiello
Flex Capital
“Thank you team Allocations for making my climate tech dream for the average investor a reality and helping us solo GPs sleep better at night.”
Kunal
Prithvi Ventures
“Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.”
Ryan
Helios Capital
Start building private equity products today with Allocations.