Dakota
Dakota
Book a Demo
Talk to an Expert

Allen & Company LLC

EST. AUM
$16,914,755,305

CONTACTS
53

CLIENT ACCOUNTS
840

Firm Details

Metro area New York City
CRD Number 124454
Website n
Client types

Overview

Allen & Company LLC is an American privately held boutique investment bank based at 711 Fifth Avenue, New York. The firm, known for its deliberate avoidance of publicity, specializes in real estate, technology, media and entertainment. $14B wealth management arm that is a very long-term tax efficient outlook that is broken into 3 buckets: Asset allocation, Core Equity, Opportunistic Investments. Opportunistic can include anything but typically consists of VC, Real Estate and Real Asset. They look for a couple of things from their managers: alignment (fees that benefit clients and incentivize managers, track record (or pedigree), and must have some sort of unique advantage vs. their competitors.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy