Aligned Intermediary Inc

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Assets, Funds, Holdings

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Aligned Intermediary Inc
CRD #285649
SEC #801-108915
CIK #
AUM
Employees 7 (100% Investors, 0% Brokers)
Phone646-202-2459
Address41 Madison Ave
New York, NY 10010
Source [IAPD] [Website]
Total AUM ($M)
504030201002009201420192025
Type Form D Funds Date Sold AUM
PE NorthStar Aligned Partners LLC [2018-03-30] 4.5 M 4.5 M
Offered $6,250,000 · Filed 2017-06-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining $1,770,000 · Duration One year or less · Net Assets $1 - $5,000,000
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 4.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 37.5
(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 2 41.9
By Discretionary
Discretionary 1 4.5
Non-Discretionary 1 37.5
Total 2 41.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 41.9
Total 2 41.9
Form D Directors Role # Filings # Firms 2011 - 2026
Peter Davidson Executive Officer 24 5
Brendan Bell Executive Officer 12 3
Lawrence Rodman Executive Officer 8 3
Reid Capalino Executive Officer 3 2
Aaron Wolf Executive Officer 2 2
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
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