Meet the Team

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.

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 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.

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.

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.

Brings institutional experience from Goldman Sachs and State Street, supporting private equity operational compliance through fund administration, accounting oversight, and regulatory process management.

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.

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.

SPV and VC fund administration expert since 2015. Led accounting system transitions, and managed accounting, compliance, audit, and tax support for complex fund structures.