Aligned Climate Capital LLC (New York)

Name: Aligned Climate Capital LLC
Address: 41 Madison Avenue 31 St Floor, New York, NY, 10010 2345
Telephone: 917-754-5489

Aligned Climate Capital LLC is an adviser based in New York. It manages $11.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Aligned Climate Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aligned Climate Capital: assets under management

The assets under management (AUM) of Aligned Climate Capital LLC is $11.63 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $11.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aligned Climate Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aligned Climate Capital serves?

The only and largest group of clients of Aligned Climate Capital is pooled investment vehicles with 1 clients and $11.63 million of assets under management. Among the 0 most similar advisory firms, Aligned Climate Capital has the 0th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $11.63 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Aligned Climate Capital also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $50,000 for each fund.

Careers at Aligned Climate Capital LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Warner Davidson	Ceo	1 Jan 2019	50% - 75%	1047163
Lawrence Bernard Rodman	General counsel and managing director and cco	1 Jan 2019	Other	7139739
Brendan Bell	Managing director	1 Jan 2019	Other	7139853
Reid Francis Capalino	Managing director	1 Jan 2019	Other	7139854

Based in New York

The principal office where Aligned Climate Capital LLC performs its advisory services is located at 41 Madison Avenue 31 St Floor, New York, NY 10010 2345, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-754-5489. The normal business hours are 9 to 5 on Other. You can find more information about the New York firm at alignedclimatecapital.com and its LinkedIn profile.