ALIGNED INTERMEDIARY, INC.
CRD #285649 SEC #801-108915 NEW YORK, NY 646-202-2459
SEC Registered Private Funds
Total AUM
$41.9M
Discretionary
$4.5M
Employees
7
Clients
0
Accounts
2
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 18, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIDSON, PETER, WARNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIDSON, PETER, WARNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIDSON, PETER, WARNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIDSON, PETER, WARNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIDSON, PETER, WARNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WOLF, AARON, SCOTT | I | CHIEF ADMINISTRATIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, AARON, SCOTT | I | CHIEF ADMINISTRATIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, AARON, SCOTT | I | CHIEF ADMINISTRATIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, AARON, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, AARON, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLANET HERITAGE FOUNDATION, INC. | DE | SHAREHOLDER | E | Control |
| PLANET HERITAGE FOUNDATION, INC. | DE | SHAREHOLDER | E | Control |
| PLANET HERITAGE FOUNDATION, INC. | DE | SHAREHOLDER | E | Control |
| PLANET HERITAGE FOUNDATION, INC. | DE | SHAREHOLDER | E | Control |
| PLANET HERITAGE FOUNDATION, INC. | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
May 18, 2018 REGISTERED
Address
41 MADISON AVE31ST FLOOR
NEW YORK, NY 10010
United States
Phone: 646-202-2459