Our Mission

 

Allocator is a software and data-as-a-service and company, providing integrated data and software solutions to the alternative investments industry. Our underlying mission:

We champion the pursuit of clarity, opportunity and efficiency for capital allocators

 

Our Vision

 

Personal experience told us there had to be a better way. Our team has deep investment experience, technical skills & operational know-how. Our daily focus is:

To be the innovation partner of choice for the world’s leading investment offices

 

Our Values

 

Personal experience told us there had to be a better way. Our team has deep investment experience, technical skills & operational know-how

 

Customer-Centric 

We put the customer at the heart of everything we do

 

Innovative

Each day we strive to be innovative in every aspect of the business

 

Collaborative

Accuracy and diligence is practised in every aspect of our work. We collaborate both internally and externally to deliver value for our clients and investors

 

Diligent

Accuracy and diligence is practised in every aspect of our work

 

Agile

We are agile and adapt to changing conditions quickly, and with ease

 

Authentic

We are authentic in every interaction
Leadership
Ryan Kalish - 400 x 400
Ryan Kalish

Founder and CEO

Liam Poole - 400 x 400
Liam Poole

Chief Operating Officer

Hassan Rehman - 400 x 400
Hassan Rehman

Chief Technology Officer

Glenda Levin - 400 x 400
Glenda Levin, CFA

Head of Customer Success

Pablo Guemes - 400 x 400
Pablo Guemes, CFA

Head of Data

Will Broadway - 400 x 400
Will Broadway

Head of Sales

Daniel James - 400 x 400
Daniel James

Head of Product

Company History

  • Company Incorporation

    Allocator (then called HedgePo) is founded.

    Dec-2012

  • Allocator Research Platform Launched

    Investors are able to connect with previously unknown fund managers to request additional information and diligence meetings.

    Jan-2013

  • Allocator Lens Platform Launched

    The first version of the Allocator's post investment portfolio monitoring offering goes live. Product is seeded by a Far East Sovereign Wealth Fund and Middle East Family Office.

    Jan-2015

  • HedgePo rebrands as Allocator

    HedgePo rebrands as Allocator. The announcement is made at The Global CIO Summit in St Andrews, Scotland.

    Oct-2015

  • Research Platform grows to over 1000 funds

    1000 funds reporting data and documents to over 700+ institutional investors and family offices members through the platform.

    Feb-2016

  • Private Equity launch

    Allocator launches initial capabilities for investors in capital drawdown funds.

    Sep-2018

  • Allocator Excel Add-In Launched

    Users are able to pull data tables and individual values in their own Excel workbooks. Initial customers automate customised fund fact sheets and risk reports.

    Sep-2019

  • Morningstar Inc. becomes an Investor

    Morningstar, Inc. acquires a non-controlling minority stake in Allocator and invests significant capital towards growth initiatives.

    May-2020

  • Allocator Hive Platform Launched

    Allocator launches Hive, a virtual data room platform enabling fund managers to share data and documents with investors.

    Aug-2020

Time to See it in action

A single source of truth for your investment data in public and private funds.

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