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Team

Meet the Team

Team with 60+ years of private equity fund experience servicing over 10,000 private funds

Founder & CEO

Kingsley Advani is the CEO of Allocations, and has managed north of $1BN in assets spanning private and public markets across multiple funds.

Core 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

Copyright © Allocations Inc

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.

Copyright © Allocations Inc

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.

Copyright © Allocations Inc