|
⚲
|
| Alignment Financial Group LLC
✚
|
|
|---|---|
| CRD # | 306644 |
| SEC # | 801-127444 |
| CIK # | |
| AUM | $77.6 M (2026-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-306-3159 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alignment Digital Currency Fund LP | 2023-02-08 | 1.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.0 |
| (b) Individuals (high net worth individuals) | 16 | 73.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.6 |
| (g) Pension and profit sharing plans | 34 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 77.6 |
| By Discretionary | ||
| Discretionary | 110 | 77.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 77.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.6 | |
| Total | 110 | 77.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ZEST Capital LLC
✚
|
FL | 0.1 |
|
Seven Canyons Advisors LLC
✚
|
UT | 0.1 |
|
Lexion Capital Management LP
✚
|
NY | 0.1 |
|
O Asset Management LLC
✚
|
NY | 0.1 |
|
Lingo Investments LLC
✚
|
0.1 | |
|
Acrylic Financial Inc
✚
|
AZ | 0.1 |
|
Schultze Asset Management LP
✚
|
NY | 0.1 |
|
Wisdom Capital Asset Management LLC
✚
|
0.1 | |
|
Resolve Asset Management Inc
✚
|
0.1 | |
|
Springdale Capital LLC
✚
|
0.1 |