DATALIGN
DATALIGN ADVISORY, LLC Legal Name
Adviser information for DATALIGN last updated from Form ADV on March 4th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 19 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers) |
|---|---|
| Compensation | REFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-122733 |
|---|---|
| SEC ERA File Number | 801-122733 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317004 |
| Legal Entity Identifier | None |
Principal Office
ONE KENDALL SQUAREB2201
CAMBRIDGE
MA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 781-228-5678, Fax: None
Chief Compliance Officer
SAMUEL M. CARTER
PO BOX 314
NEW CASTLE
NH
United States
Tel:
603-430-8317
S**@***********M
(Full email address available in API data)
Regulatory Contact
HILARY MALECHA
CRO
ONE KENDALL SQUARE
B2201
CAMBRIDGE
MA
United States
Tel:
651-343-9720
H*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IMPACT READY HOLDINGS, LLC | Domestic Entity | – | DIRECT OWNER | 09/2021 | > 75% |
| Carter, Samuel, Morris | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |
| BLUNDIN, DAVID, BRANSFORD | Individual | LINK VENTURES INVESTMENT VEHICLE X LLC | INVESTOR | 09/2021 | > 75% |
| LINK VENTURES INVESTMENT VEHICLE X LLC | Domestic Entity | IMPACT READY HOLDINGS, LLC | DIRECT OWNER | 09/2021 | > 75% |
| MALECHA, HILARY, C | Individual | – | CRO | 07/2022 | 5-10% |
| WERNZ, JOHN, HERMAN | Individual | – | EXECUTIVE DIRECTOR | 11/2022 | 5-10% |
| MAHAJAN, SATAYAN | Individual | – | CEO | 09/2023 | 10-25% |