Valhalla Group will leverage Allocate’s technology to support scalable fundraising and portfolio oversight to LPs Allocate, a private markets infrastructure platform serving wealth advisors and fund ...

Private markets are becoming a foundational element of modern portfolio construction for high-net-worth investors. Peter Epstein, managing director at Allocate, says the shift is unmistakable: ...

CNBC's "Squawk Box" team discuss markets as 2025 comes to a close and what investors should watch in 2026 with Troy Gayeski, chief market strategist and managing director at Future Standard. Got a ...

Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, today announced a strategic relationship with Valhalla Group, the private equity firm led by former ...