ALIGNED CLIMATE CAPITAL LLC
Adviser information for ALIGNED CLIMATE CAPITAL LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $214.6M |
| Non-Discretionary | 2 | $1.6B |
| Total | 7 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $1.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based feesPERCENTAGE OF CAPITAL COMMITMENTS/UNRETURNED CAPITAL CONTRIBS |
Identifiers
| SEC RIA File Number | 801-119484 |
|---|---|
| SEC ERA File Number | 801-119484 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304716 |
| Legal Entity Identifier | None |
Principal Office
24 WEST 40TH STREET16TH FLOOR
NEW YORK
NY
United States
BUSINESS CONDUCTED BY APPOINTMENT, BY APPOINTMENT
Tel: 917-754-5489, Fax: None
Chief Compliance Officer
LAWRENCE B. RODMAN
GENERAL COUNSEL
24 WEST 40TH STREET
16TH FLOOR
NEW YORK
NY
United States
Tel:
9177545489
L****@************************M
(Full email address available in API data)
Regulatory Contact
BRENDAN BELL
CHIEF OPERATING OFFICER
3900 WEST ALAMEDA AVENUE
FLOOR 13
BURBANK
CA
United States
Tel:
2026695977
B******@************************M
(Full email address available in API data)
Industry Affiliates
| ALIGNED CLIMATE FUND 2 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALIGNED CLIMATE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALIGNED PARTNERS MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALIGNED SOLAR PARTNERS 6 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALIGNED CLIMATE FUND 2 LP | Private Equity Fund | $15.8M | $0.1M | 39 |
| ALIGNED CLIMATE FUND LP | Private Equity Fund | $35.9M | $0.1M | 37 |
| ALIGNED SOLAR PARTNERS 2 LLC | Private Equity Fund | $10.3M | $0.0M | 25 |
| NORTHSTAR ALIGNED PARTNERS 2 LLC | Private Equity Fund | $14.8M | $0.0M | 40 |
| NORTHSTAR ALIGNED PARTNERS LLC | Private Equity Fund | $110.7M | $0.0M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIDSON, PETER, WARNER | Individual | – | CEO AND MANAGING DIRECTOR | 01/2019 | 50-75% |
| Rodman, Lawrence, Bernard | Individual | – | GENERAL COUNSEL AND MANAGING DIRECTOR AND CCO | 01/2019 | 10-25% |
| Bell, Brendan | Individual | – | CHIEF OPERATING OFFICER AND MANAGING DIRECTOR | 01/2019 | 10-25% |
| RUBIN, JAMES, SAMUEL | Individual | – | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | 06/2022 | 10-25% |