Launch your fund without becoming a licensed manager.
Allocations acts as your regulated fund manager in the British Virgin Islands. You focus on sourcing deals and raising capital. We handle licensing, compliance, and governance.
Fund Manager as a Service
Skip the cost and months of obtaining your own manager license. Operate under the Allocations BVI license.
Regulated from day one
Your fund operates under a licensed BVI manager overseen by the BVI Financial Services Commission.
Launch in days
Avoid lengthy licensing applications, capital requirements, and local substance setup.
You keep control
Appointed as investment advisor, you drive strategy and deal selection while we provide oversight.
All-in-one platform
Entity formation, investor onboarding, KYC/AML, capital calls, and reporting on Allocations.
What's included
Everything a licensed fund manager is responsible for, delivered as one service.
Regulatory licensing
Your fund is managed under the Allocations BVI license, with no separate application, regulatory capital or license fees for you.
Compliance & AML
A designated compliance officer and MLRO, AML/CFT policies, investor screening, and ongoing monitoring.
Fund formation
Setting up BVI fund vehicles, constitutional documents, offering memoranda and subscription agreements.
Governance
Board oversight, investment approval workflows, conflict-of-interest management and record keeping.
Regulatory filings
Annual returns, FSC notifications, economic substance and beneficial ownership reporting.
Capital operations
Capital calls, distributions, banking setup and coordination with fund administrators.
Investor reporting
A digital investor portal with statements, documents, K-1/tax support where applicable, and updates.
Service providers
Access to auditors, administrators, legal counsel and banking partners.
Who it's for
Built for managers who want institutional-grade structure without the overhead.
Emerging managers
First-time GPs launching Fund I who need regulated infrastructure fast.
Angel syndicates
Syndicate leads moving from deal-by-deal SPVs to a pooled fund.
Family offices
Families pooling capital with partners through a regulated offshore vehicle.
Crypto & digital asset funds
Token and digital asset strategies that need a credible regulated manager.
Global & cross-border teams
Managers raising from international LPs who prefer a neutral, tax-efficient jurisdiction.
Corporates & operators
Companies launching venture arms, co-investment programs or employee funds.
Supported structures
Pick the vehicle that fits your strategy and investor base.
Approved Fund
A streamlined BVI regime for smaller funds with a limited number of investors.
Incubator Fund
Built for new managers testing a strategy before scaling up.
Private / Professional Fund
For larger raises from professional or private investors.
SPVs & co-investments
Single-asset vehicles that sit alongside your main fund.
How it works
Four steps from idea to a live, compliant fund, measured in days.
- 01
Apply
Tell us about your strategy, team, target raise and investor base. We run onboarding due diligence on you as the advisor.
- 02
Structure
We choose the right BVI vehicle, prepare the fund documents, appoint Allocations as manager and you as advisor.
- 03
Onboard
Investors sign subscription documents digitally and complete KYC/AML checks in the Allocations portal.
- 04
Operate
You recommend deals, we approve and execute them, and we handle compliance, filings and investor reporting.
Your own license vs. Allocations
Indicative comparison of the two paths.
Frequently asked questions
Ready to launch your fund?
Talk to our team about Fund Manager as a Service.
Information is not an offer of securities. Regulatory details subject to confirmation.
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
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