Allocator Solutions, Llc
SEC-registered
Endowment & Foundation Advisor · Small ($100M–$1B)
CRD 337300
· SEC file 801-133802
· St Louis, MO
· www.missionmultiplierfund.com
☆ Save with Pro
ADV data as of Mar 25, 2026
- Regulatory AUM
- $514M
- Discretionary
- $514M
- Clients
- 1
- Avg AUM / client
- $514M
- Accounts
- 3
- Employees
- 1
AUM over time
$0
$514M
Jun 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $137K | 0.03% |
| Charitable organizations | Fewer than 5 clients | $286M | 55.7% |
| Corporations and other businesses | Fewer than 5 clients | $227M | 44.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Stanley Waskiewicz | Registered representative | CFA | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $227M (44% of AUM) Mar 2026
- Bofa Securities, Inc. $208M (41% of AUM) Mar 2026
- Julius Baer Securities Inc. $77.9M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗