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Capital Allocation Strategies LLC

Private Equity FundFund ID 805-7750262212Delaware, United States
Gross assets
$129.8M
Min. investment
$26K
Beneficial owners
33
Size rank
Top 39%
Audited
Yes
Structure
Standalone

About this fund

Capital Allocation Strategies LLC is a private equity fund managed by Zanbato Advisors LLC. The fund reports $129.8 million in gross assets, placing it among the top 39% of private funds by size. The stated minimum investment is $26,250. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7750262212
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Zanbato Partners Fund LLCPrivate Equity$370M
Private Technology Investments LLCPrivate Equity$247.4M
Aerospace Growth Investments LLCPrivate Equity$172.1M
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Frequently asked questions

How large is Capital Allocation Strategies LLC?

Capital Allocation Strategies LLC reports $129.8 million in gross assets, among the top 39% of private funds by size.

What is the minimum investment for Capital Allocation Strategies LLC?

The stated minimum investment is $26,250.

Who manages Capital Allocation Strategies LLC?

Capital Allocation Strategies LLC is managed by Zanbato Advisors LLC.

Does Capital Allocation Strategies LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Z
Mountain View, CA

Service providers

Prime broker
None reported
Custodian
None reported
Auditor
Marketer

Reported gross assets

$129.8M▼ 69%
Mar '25 — $420.3MApr '25 — $420.3MMay '25 — $420.3MJun '25 — $420.3MJul '25 — $420.3MAug '25 — $420.3MSep '25 — $420.3MOct '25 — $420.3MNov '25 — $420.3MDec '25 — $129.8MJan '26 — $129.8MFeb '26 — $129.8MMar '26 — $129.8MApr '26 — $129.8MMay '26 — $129.8MJun '26 — $129.8M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 39%
Larger than 61% of 67,041 private funds
Gross assets vs Private Equity FundsTop 35%
Larger than 65% of 31,066 private equity funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds81%
Non-U.S. persons12%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.