|
⚲
|
| Alignment Financial Group LLC
✚
| |
|---|---|
| CRD # | 306644 |
| SEC # | 801-127444 |
| CIK # | |
| AUM | $315.7 MM (2024-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-306-3159 |
| Address | 167 Water Street Exeter, NH 03833 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Alignment Digital Currency Fund LP | 2023-02-08 | 15.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.0 |
| (g) Pension and profit sharing plans | 40 | 300.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 315.7 |
| By Discretionary | ||
| Discretionary | 1 | 15.0 |
| Non-Discretionary | 40 | 300.7 |
| Total | 41 | 315.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.7 | |
| Total | 41 | 315.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
White Pine Capital LLC
✚
|
MN | 0.3 |
|
Logica Capital Advisers LLC
✚
|
CA | 0.3 |
|
Roanoke Asset Management Corp
✚
|
NJ | 0.3 |
|
Horiko Capital Management LLC
✚
|
NY | 0.3 |
|
Cutler Capital Management LLC
✚
|
MA | 0.3 |
|
Deans Knight Capital Management Ltd
✚
|
0.3 | |
|
TC43 LLC
✚
|
NY | 0.3 |
|
Broadmark Asset Management LLC
✚
|
CA | 0.3 |
|
Stone Run Capital LLC
✚
|
NY | 0.3 |
|
Knuff & Company LLC
✚
|
CA | 0.3 |