Aligned Holdings LLC

Overview

Aligned Holdings LLC is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers rather than operating solely as a direct manager of securities. Compensation is structured through a combination of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor, is not multi-state, and does not list pension consulting or related-adviser activities.

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