DATALIGN
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 317004
- Registered since
- December 21, 2021
- Website
- www.datalignadvisory.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Datalign is a corporate investment adviser that registered with the SEC in 2021. The firm presents itself primarily as a capital allocator and as an adviser that sources and selects other investment managers rather than running a traditional in-house investment platform. Its ownership is categorized as a mix of a domestic entity and an individual, and its regulatory classification in the source is unclassified. The firm is not identified as an active ESG investor.
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
3 of 3Samuel Carter
Chief Compliance OfficerCRD 6886337
SATAYAN MAHAJAN
Chief Executive OfficerCRD 7809746
HILARY MALECHA
Chief Revenue OfficerCRD 6375251
Contacts
2 of 2AUSTIN VAN GORDER
Director of FinanceCRD 8055032
MARK AVERS
Vice President, Business DevelopmentCRD 2038655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMBRIDGE, MA
MIDDLESEX
Location
CAMBRIDGE, MA
Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 1 Kendall Sq
- Time zone
- ET (UTC-5)
- Office locations
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