ALIDADE CAPITAL, LLC

RIASEC RegisteredEst. 2013
Total AUM
$565M
Discretionary
$565M
100% of AUM
Avg account
$282M
Accounts
2
Employees
22
Advisory reps
5

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
165341
Registered since
October 9, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alidade Capital, LLC is a privately structured investment manager formed as an LLC and registered with the SEC in 2013. The firm functions primarily as an adviser and sponsor of pooled real estate investment vehicles, positioning itself as a manager for institutional investors rather than a broad capital allocator. Its advisory mandate is focused on portfolio management for pooled investment vehicles, and the firm serves as sponsor, general partner, and managing member for the funds it operates. A law firm affiliation is noted in its activities and affiliations, reflecting involvement in fund formation or legal sponsorship roles. The firm’s client base is institutional, and its compensation arrangements combine a percentage-of-assets fee with performance-based fees tied to fund results. Alidade does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • STEVEN FALISKI

    Co-Founder & Managing Partner, Chief Financial OfficerCRD 2351994

  • MARY FRANCES LITT

    Chief Compliance OfficerCRD 3054809

Contacts

3 of 3
  • GEOFFREY LANGDON

    Co-Founder & Managing PartnerCRD 6111703

  • DENISE PEARMAN

    Capital Markets DirectorCRD 4346262

  • MATTHEW ROSLIN

    PartnerCRD 6244783

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomfield Hills, MI

OAKLAND

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
40900 Woodward Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth