ALLEN & COMPANY OF FLORIDA, LLC
SEC file number 801-57874
· LAKELAND, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.04B
Discretionary AUM
$928M
Employees
67
Clients
2138
Firm
- Address
- 1401 SOUTH FLORIDA AVE
LAKELAND, FL 33803 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 4th Street McAllen TX LLC Low name-match confidence · CIK 1950393 · WY
- Allen Distribution Investor LLC Low name-match confidence · CIK 2081667 · MD
- Allen Distribution TIC II Member LLC Low name-match confidence · CIK 2081707 · MD
- Allen Flex Center LP Low name-match confidence · CIK 2053679 · TX
- Allenhurst Investor Equity LLC Low name-match confidence · CIK 2139376 · NY
- ALLENS CREEK PARTNERS, LP Low name-match confidence · CIK 2020086 · NY
- AP Challenger Co-Invest Holdings, SCSp Low name-match confidence · CIK 2099489 · NY
- AV Allen Street Ventures Fund 3 LLC Low name-match confidence · CIK 2058580 · MA
- Ballentine Income Opportunities Fund III, LP Low name-match confidence · CIK 2149983 · MA
- Ballentine Income Opportunities Fund II, LP Low name-match confidence · CIK 2011500 · MA
- Ballentine Private Equity Fund III, L.P. Low name-match confidence · CIK 2011510 · MA
- Ballentine Private Equity Fund IV, LP Low name-match confidence · CIK 2098864 · MA
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Ballentine Income Opportunities Fund III, LP · D · Oct 13, 2026
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ALLENS CREEK PARTNERS, LP · D/A · Jun 17, 2026
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Allenhurst Investor Equity LLC · D · Jun 11, 2026
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Ballentine Private Equity Fund IV, LP · D · Jan 16, 2026
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AP Challenger Co-Invest Holdings, SCSp · D · Dec 9, 2025
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4th Street McAllen TX LLC · D · Oct 27, 2025$1.2M
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Allen Distribution TIC II Member LLC · D · Aug 14, 2025
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Allen Distribution Investor LLC · D · Aug 14, 2025
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ALLENS CREEK PARTNERS, LP · D/A · Jun 18, 2025$32.9M
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Ballentine Private Equity Fund III, L.P. · D/A · Jun 5, 2025$134.6M
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Ballentine Income Opportunities Fund II, LP · D/A · May 9, 2025$45.8M
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Ballentine Private Equity Fund III, L.P. · D/A · Apr 10, 2025
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Ballentine Income Opportunities Fund II, LP · D/A · Mar 14, 2025
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AV Allen Street Ventures Fund 3 LLC · D · Mar 3, 2025
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Allen Flex Center LP · D · Jan 28, 2025$8.4M