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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entitiesFewer than 5$37,462,00089.3%
Pooled investment vehicles1$4,480,00010.7%
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 fund

The 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
Auditor FARKOUH FURMAN & FACCIO NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
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 FLOOR
NEW 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.