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 3
Samuel Carter
Chief Compliance OfficerCRD 6886337
Satayan Mahajan
Chief Executive OfficerCRD 7809746
Hilary Malecha
Chief Revenue OfficerCRD 6375251
Contacts
2 of 2
Austin Van Gorder
Director of FinanceCRD 8055032
Mark Avers
Vice President, SalesCRD 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
Similar firms
Applied Fundamental Research, LLC
RIACambridge, MA
Equity Resource Investments, LLC
RIACambridge, MA
Kendall Wealth LLC
RIACambridge, MA
Clarus Ventures, LLC
RIACambridge, MA
General Catalyst
RIACambridge, MA
East Horizon Investments
RIACambridge, MA