ALIGNED PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
165825
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

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

FINTRX

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

1 of 1
  • SUSAN MASON

    Managing Member And Chief Compliance OfficerCRD 6045822

Contacts

1 of 1
  • JODI JAHIC

    General PartnerCRD 6133289

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth