The ALIGNED INTERMEDIARY is a privately held investment adviser that advises $1.77Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. ALIGNED INTERMEDIARY is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 234.08% over the last 5-years.
The Group has been registered with the SEC for 9.54 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 24 WEST 40TH STREET 16TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 17 investment and 1 non-investment staff. The total number of Employees increased by 157.14% over the last 5-years.
Their $1.77Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.77Bn or 100% of Total Assets.
The Group's top investment strategies include Early Stage, Infrastructure and Multi Strat, representing 97.26%, 2.74% and 0% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $155.59mn in assets.
The Group discloses fixed fees and performance-based fees.
ALIGNED INTERMEDIARY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.