ALIGNED PARTNERS
Firm details
- Headquarters
- LOS ALTOS, California
- CRD number
- 165825
- Registered since
- March 29, 2024
Firm profile
FINTRXOverview
Aligned Partners is a privately held limited liability company that registers as an SEC investment adviser in 2024 and operates primarily as an adviser and sponsor of pooled investment vehicles. The firm’s documented activities identify it as a general partner and managing member for private funds rather than a traditional retail RIA serving individual advisory clients. It is structured with an individual owner and is classified as an unclassified adviser in the registration snapshot. The firm is not flagged as an active ESG investor, not a multi-state adviser in this filing, and does not list pension consulting among its activities. Aligned Partners’ public footprint centers on private fund management and sponsor responsibilities—sourcing deals, underwriting and structuring fund investments, and overseeing portfolio company governance as GP/sponsor. Given the firm's registration profile, its client-facing activities appear concentrated on institutional or accredited investors through private pooled vehicles rather than standard advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SUSAN MASON
Managing Member And Chief Compliance OfficerCRD 6045822
Contacts
1 of 1JODI JAHIC
General PartnerCRD 6133289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS ALTOS, CA
SANTA CLARA
Location
LOS ALTOS, CA
Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 171 Main St
- Time zone
- PT (UTC-8)
- Office locations
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