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| Aligne Wealth Preservation & Insurance Services LLC
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|---|---|
| CRD # | 321735 |
| SEC # | 801-125833 |
| CIK # | 0001971725 |
| AUM | 224.4 M (2026-06-08) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 310-795-0622 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Awaim Global Macro Opportunities Fund LP | [2026-06-08] | 1.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 22.6 |
| (b) Individuals (high net worth individuals) | 105 | 186.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 5 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 224.4 |
| By Discretionary | ||
| Discretionary | 342 | 224.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 342 | 224.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.4 | |
| Total | 342 | 224.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Unimar Financial Services LLC
✚
|
FL | 230.8 M |
|
Cygnus Capital Advisers LLC
✚
|
GA | 229.7 M |
|
AtlasMark Financial Inc
✚
|
TX | 228.6 M |
|
Boyar Asset Management Inc
✚
|
NY | 228.2 M |
|
Global Value Investment Corporation
✚
|
WI | 225.6 M |
|
Buckeye-Pacific LLC
✚
|
FL | 225.4 M |
|
Colrain Capital LLC
✚
|
MA | 222.2 M |
|
Rangeley Capital LLC
✚
|
CT | 220.5 M |
|
EMC Capital Management LLC
✚
|
TX | 218.9 M |
|
Rockbridge Asset Management LLC
✚
|
VA | 218.0 M |