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AllocatorConnect publishes research on capital allocators for fund managers and investment advisors. Everyone starts with this short application; it takes about two minutes. Please read our principles first.

1.You and your firm

Name

Work email

Firm

Your role

2.The firm's website

Website (optional before launch)

3.You are

A fund managerAn investment advisorLaunching a firm

4.Registration

SEC-registered adviserExempt reporting adviserState-registeredRegistered outside the USNot yet registered

CRD or SEC number, if there is one

5.Your strategy

In two or three sentences: what you invest in, and why.

6.Vehicles

Private fundsSeparate accountsRegistered funds or ETFsOther

7.Stage and size

Stage

Assets under management

8.How you heard about us

Optional

Your desk on day one (optional)If we admit you, may we prepare your desk before you first sign in? We'd read public material about your firm: your website, letters you've published, SEC filings such as Form ADV, and podcasts or interviews you gave. We use it only to draft your profile, shortlist and first notes, which only you will see. You can see, correct or delete any of it at any time. Privacy

9.ConfirmationThis is accurate, and I've read AllocatorConnect's principles.

What we do with your application, and who can see it: Privacy.