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Alignment Financial Group, LLC

● SEC registered since 2023CRD 306644SEC# 801-127444
Export (members)
Ranks #5,801 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$15M
Fund GAV
$15M
Private funds
1
Employees
1
Accounts
1
Location

Alignment Financial Group, LLC assets under management

Alignment Financial Group, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $15 million in regulatory assets under management and employs 1 people. Alignment Financial Group, LLC manages 1 private fund with combined gross assets of $15 million, including Alignment Digital Currency Fund, LP. By regulatory assets, it ranks 5,801 of 5,911 private fund managers.

Alignment Financial Group, LLC private funds

1 funds · $15M GAV
FundTypeGross assetsMin.
Alignment Digital Currency Fund, LPHedge$15M$250K

Alignment Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Lawrence Pimental ControlPrincipal And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Alignment Financial Group, LLC manage?

Alignment Financial Group, LLC reports $15 million in regulatory assets under management on its Form ADV.

How many private funds does Alignment Financial Group, LLC manage?

Alignment Financial Group, LLC manages 1 private funds with combined gross assets of $15 million.

How many employees does Alignment Financial Group, LLC have?

Alignment Financial Group, LLC reports 1 employees.

Does Alignment Financial Group, LLC disclose fund performance?

Alignment Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(617) 306-3159
Office hours8 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$15M
Non-discretionary$0
Total (RAUM)$15M