samir kaju

T2 · manager / operator

27-year venture veteran (started at SVB in 1999); built Allocate to connect $10T wealth advisor capital to private funds; previously saw dotcom boom/bust and 2008 GFC warehouse lending failures.

1 call·1 name·100% bull·last heard 7 days ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$ALLOCATEAllocateposition

Allocate targets $10T wealth advisor market to unlock private asset allocation from 3% to 20%+

Private markets grew from $1T to $17T while wealth advisors manage $10T with only 3% in alternatives vs 20-50% for endowments; Allocate builds the infrastructure bridge for advisors to discover, access, and report on private funds, capturing a massive allocation shift.

TBPN2026-08

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$ALLOCATE
Allocate
HIGHsamir kaju·TBPN·7 days ago· position
Allocate targets $10T wealth advisor market to unlock private asset allocation from 3% to 20%+
Private markets grew from $1T to $17T while wealth advisors manage $10T with only 3% in alternatives vs 20-50% for endowments; Allocate builds the infrastructure bridge for advisors to discover, access, and report on private funds, capturing a massive allocation shift.
"Private funds are now more numerous... 3,000 asset managers to 30,000 within 15 years... private markets grew from a trillion to 17 trillion... there's $10 trillion of capital bei…"
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