Your Investments

I have received a distribution for one of my investments, where does that money go?
You will receive payment notifications by email whenever funds have been deposited into your external bank account.
Wed, Jan 26, 2022 at 2:14 PM
Is it possible to cancel an investment I’ve made?
At this time, we are only able to cancel a requested or pending investment if the cancellation request is received prior to when your investment document...
Wed, Jan 26, 2022 at 2:14 PM
How are my Allocate investments taxed?
For investments held in SPVs, you as an investor become a member of the LLC or SPV in which the opportunity is set up. You can expect to receive a K1 at yea...
Wed, Jan 26, 2022 at 2:14 PM
State taxes?
Each investor will receive a K1 or 1099 for tax purposes depending on the investment’s legal structure. The structure of the particular investment will be s...
Wed, Jan 26, 2022 at 2:16 PM