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| Align Impact LLC
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| |
|---|---|
| CRD # | 176516 |
| SEC # | 801-96173 |
| CIK # | |
| AUM | $728.4 MM (2024-03-26) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Phone | 805-243-8055 |
| Address | 429 Santa Monica Blvd 500 Santa Monica, CA 90401 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Align Impact Fund III LP | [2023-03-25] | 26.1 | 11.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 358.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 32.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 121.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 511.9 |
| By Discretionary | ||
| Discretionary | 58 | 511.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 511.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 511.9 | |
| Total | 58 | 511.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Turtle Creek Wealth Advisors LLC
✚
|
TX | 0.9 |
|
World Equity Group Inc
✚
|
IL | 0.9 |
|
BOK Financial Securities Inc
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|
OK | 0.7 |
|
WindRock Wealth Management LLC
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|
IL | 0.4 |
|
Avalan LLC
✚
|
CA | 0.4 |
|
Endowment Wealth Management Inc
✚
|
WI | 0.4 |
|
Momentum Advisors LLC
✚
|
NY | 0.4 |
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.2 |
|
OceanIQ Capital LLC
✚
|
CA | 0.2 |
|
Emerson Equity LLC
✚
|
CA | 0.2 |