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| Align Impact LLC
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| CRD # | 176516 |
| SEC # | 801-96173 |
| CIK # | |
| AUM | 715.4 M (2026-04-17) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 805-243-8055 |
| Address | 1001 Bannock St Denver, CO 80204 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Align Impact Fund III LP | [2023-03-25] | 26.1 M | 26.1 M |
| Filed 2024-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Align Impact Fund II LP | [2019-03-15] | 10.0 M | 15.2 M |
| Filed 2020-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 523.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 43.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 94.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 54.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 715.4 |
| By Discretionary | ||
| Discretionary | 130 | 382.9 |
| Non-Discretionary | 8 | 332.5 |
| Total | 138 | 715.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.4 | |
| United States Persons | 696.0 | |
| Total | 138 | 715.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan Lake | Executive Officer | 139 | 15 | |
| Adam Stern | Executive Officer | 116 | 10 | |
| Hummayun Javed | Executive Officer | 1 | 1 | |
| Ppb Aif III Mgt LLC | Executive Officer | 1 | 1 | |
| Align Impact LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 (3 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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