Investment adviser · CRD 285649
ALIGNED INTERMEDIARY, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed May 18, 2018
- Regulatory AUM
- $41.9M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Government entities | Fewer than 5 | $37,462,000 | 89.3% |
| Pooled investment vehicles | 1 | $4,480,000 | 10.7% |
Filing source
Form ADV 1218891 · May 18, 2018 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NORTHSTAR ALIGNED PARTNERS LLCPrivate Equity Fund · Last reported May 18, 2018$4.48MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FARKOUH FURMAN & FACCIO
PCAOB 3630
Fund details & source
- Fund ID
- 805-5564138927
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
- Form D file number
- 021-289897
Form ADV 1218891 · May 18, 2018 · 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: May 18, 2018. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Fixed · Performance-based
Principal office
41 MADISON AVE, 31ST FLOORNEW YORK, NY, 10010, United States
CRD 285649
Filing source
Form ADV 1218891 · May 18, 2018 · 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.