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Samir Surjit Kaji

Director, President, Investment Committee MemberAllocate Management Company, LLCCRD 7441069

About Samir Surjit Kaji

Samir Surjit Kaji is listed as Director, President, Investment Committee Member at Allocate Management Company, LLC in Palo Alto, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Allocate Management Company, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samir Surjit Kaji work?

Samir Surjit Kaji is listed as Director, President, Investment Committee Member at Allocate Management Company, LLC on SEC Form ADV.

How much of Allocate Management Company, LLC does Samir Surjit Kaji own?

Form ADV reports a beneficial ownership band of Under 5%.

Allocate Management Company, LLC

TitleDirector, President, Investment Committee Member
OwnershipUnder 5%
Control personYes
Since2021
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