AltMountain

FPV II - Allocate Access, L.P.

Menlo Park, CA · CIK 2063039 · Managed by Allocate Management Company, LLC
Emerging

FPV II - Allocate Access, L.P. is a private equity fund based in Menlo Park, California. According to its most recent Form D, filed Apr 8, 2025, it has sold $7,350,000 of interests to 9 investors since its first sale in Mar 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Saul Cardenas; Allocate Management Company, LLC; Allocate Master GP 1, L.L.C.

Total raised
$7,350,000Cumulative sales reported on Form D
Investors
9
First sale
Mar 4, 2025
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Saul Cardenas; Allocate Management Company, LLC; Allocate Master GP 1, L.L.C
Latest Form D
Apr 8, 2025

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about FPV II - Allocate Access, L.P.

What is the minimum investment for FPV II - Allocate Access, L.P.?

FPV II - Allocate Access, L.P.'s latest Form D, filed Apr 8, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in FPV II - Allocate Access, L.P.?

FPV II - Allocate Access, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has FPV II - Allocate Access, L.P. raised?

FPV II - Allocate Access, L.P. reports $7,350,000 sold from 9 investors on its Form D filed Apr 8, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is FPV II - Allocate Access, L.P. based?

FPV II - Allocate Access, L.P. is based in Menlo Park, California and is managed by Allocate Management Company, LLC.

When did FPV II - Allocate Access, L.P. launch?

FPV II - Allocate Access, L.P. reports its first sale in Mar 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private equity fund

Raised more than 64% of the 1,777 private equity funds based in California, and more than 39% of all 9,142 that report sales.

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