Allocate Highlights RIA Infrastructure Needs for Scaling Private Markets

According to a recent LinkedIn post from Allocate, the firm is highlighting insights on how registered investment advisors can more effectively build and scale programmatic private markets platforms. The post references a discussion featuring Three Bell Capital’s co‑founder and CIO Eric Patterson and industry figure Samir Kaji.

The LinkedIn post suggests that consistent vintage-year investing is as important as manager selection, noting that missing a year can compound negatively over time. It also points to differentiated pacing across asset classes, such as 18–24 months for venture, 18 months for private equity, and roughly annual cycles for private credit.

According to the post, operational readiness in areas like team structure, sourcing, and due diligence is framed as a larger bottleneck than end‑client demand for private markets. The discussion also touches on the economics of proprietary fund structures, indicating they only appear sustainable when fee models are aligned with client interests.

For investors, the post may indicate that Allocate is positioning itself as an enabler of institutional-grade private markets infrastructure for RIAs. This focus could support higher adoption of alternative investments in the wealth channel, potentially expanding Allocate’s addressable market and reinforcing its role within the private markets ecosystem.