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
| Title | Director, President, Investment Committee Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |