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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alignment Financial Group LLC
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|---|---|
| CRD # | 306644 |
| SEC # | 801-127444 |
| CIK # | |
| AUM | $315.0 M (2025-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-306-3159 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alignment Digital Currency Fund LP | 2023-02-08 | 15.0 |
| 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 | 15.0 |
| (g) Pension and profit sharing plans | 40 | 300.0 |
| (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 | 315.0 |
| By Discretionary | ||
| Discretionary | 1 | 15.0 |
| Non-Discretionary | 40 | 300.0 |
| Total | 41 | 315.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.0 | |
| Total | 41 | 315.0 |
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Selway Asset Management Inc
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CA | 0.3 |
|
Lloyd Harbor Capital Management LLC
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|
Hillman Capital Management Inc
✚
|
MD | 0.3 |
|
Goldstein Capital Corp
✚
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NY | 0.3 |