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Migrations Pricing
Migrations Pricing
Migrations Pricing
Check out our cost structure detailed below. Don't hesitate to connect with sales@allocations.com should you have any inquiries.
Platform
Price
Unit
Frequency
Platform + Simple Tax Return
$1,999
Per SPV
Annually
SPV Characteristics
Additional Asset
$500
Per Asset
Annually
+ one time setup fee of $1,000 per asset
Additional investors (31 to 99)
$1,000
Per SPV
Annually
Additional Asset
$500
Per Asset
Annually
Additional Services
Division: Formation service + Change of manager
$1,000
Per DE Formation
One time
Assets that generate a passthrough K-1
$1,000
Per Asset
Annually
Non-US Asset
$1,000
Per Asset
Annually
More than 35 Investors
$1,000
Per Asset
Annually
Additional Asset
$1,000
Per Asset
Annually
Annual DE entity fee
Same as for Standard SPVs
Post-Closing Events
Same as for Standard SPVs
Bank Account Management
Same as for Standard SPVs
Investor Class Structure
Same as for Standard SPVs
Platform
Price
Platform + Simple Tax Return
$1,999
SPV Characteristics
Additional Asset
$500
Additional investors (31 to 99)
$1,000
Additional Asset
$500
Additional Services
Division: Formation service + Change of manager
$1,000
Assets that generate a passthrough K-1
$1,000
Non-US Asset
$1,000
More than 35 Investors
$1,000
Additional Asset
$1,000
Annual DE entity fee
Same as for Standard SPVs
Post-Closing Events
Same as for Standard SPVs
Bank Account Management
Same as for Standard SPVs
Investor Class Structure
Same as for Standard SPVs
Platform
Price
Unit
Frequency
Platform + Simple Tax Return
$1,999
Per SPV
Annually
SPV Characteristics
Additional Asset
$500
Per Asset
Annually
+ one time setup fee of $1,000 per asset
Additional investors (31 to 99)
$1,000
Per SPV
Annually
Additional Asset
$500
Per Asset
Annually
Additional Services
Division: Formation service + Change of manager
$1,000
Per DE Formation
One time
Assets that generate a passthrough K-1
$1,000
Per Asset
Annually
Non-US Asset
$1,000
Per Asset
Annually
More than 35 Investors
$1,000
Per Asset
Annually
Additional Asset
$1,000
Per Asset
Annually
Annual DE entity fee
Same as for Standard SPVs
Post-Closing Events
Same as for Standard SPVs
Bank Account Management
Same as for Standard SPVs
Investor Class Structure
Same as for Standard SPVs
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc