Investment adviser · CRD 176516
ALIGN IMPACT, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $715M Form ADV · Item 5.F
- Client accounts
- 138 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $523,098,589 | 73.1% |
| Charities | 10 | $94,525,504 | 13.2% |
| Other investment advisers | 9 | $54,561,307 | 7.6% |
| Pooled investment vehicles | 3 | $43,206,355 | 6.0% |
Filing source
Form ADV 2096155 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ALIGN IMPACT FUND III LPOther Private Fund · Last reported Apr 17, 2026$26.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-9245509748
- Reported beneficial owners
- 15
- Minimum commitment
- $500K
- Form D file number
- 021-440262
Form ADV 2096155 · Apr 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALIGN IMPACT FUND II LPOther Private Fund · Last reported Apr 17, 2026$15.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-6295573414
- Reported beneficial owners
- 30
- Minimum commitment
- $500K
- Form D file number
- 021-332080
Form ADV 2096155 · Apr 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALIGN IMPACT FUND, L.P.Private Equity Fund · Last reported Apr 17, 2026$11.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-2949986356
- Reported beneficial owners
- 67
- Minimum commitment
- $100K
- Form D file number
- 021-198444
Form ADV 2096155 · Apr 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1001 BANNOCK ST, 3RD FLOORDENVER, CO, 80204, United States
CRD 176516
Filing source
Form ADV 2096155 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.