Secondary transfers
Secondary transactions involve the transfer of existing shares between parties, allowing original holders to realize returns while giving new investors access to more mature private companies.
Documentation included
Template documents and side letters are included with every plan, so transfer paperwork is generated from vetted templates rather than drafted from scratch.
Clean records after transfer
Capital account statements, K-1 filings, and accounting stay accurate through the transfer — investors and managers both see the updated position.
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Template documents included
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K-1 filing
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Side letters included
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Capital account statements
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Accounting
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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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