ALIGNED CLIMATE CAPITAL LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$274M
15% of AUM
Avg account
$295M
Accounts
6
Employees
18
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
304716
Registered since
September 18, 2020
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aligned Climate Capital LLC is a private equity adviser focused on climate-oriented, ESG-integrated investments and serves institutional clients through pooled investment vehicles. The firm acts as sponsor, general partner and managing member of its funds, handling portfolio management duties for those pooled vehicles. Fee arrangements include fixed fees and performance-based fees, reflecting typical private equity economics where carried interest or similar incentives align manager and investor interests. The firm’s activity centers on structuring and managing private funds rather than running a broad discretionary wealth-management platform. Its footprint is consistent with a specialized manager that sources, sponsors and operates private-market opportunities tied to climate themes and sustainability objectives while maintaining institutional client relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 3
  • PETER DAVIDSON

    Chief Executive Officer and Managing DirectorCRD 1047163

  • Brendan Bell

    Chief Operating OfficerCRD 7139853

  • JAMES RUBIN

    Chief Investment OfficerCRD 3095218

Contacts

2 of 2
  • Lawrence Rodman

    General CounselCRD 7139739

  • KELLIE VALLADARES

    Director of OperationsCRD 6495940

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
24 W 40th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth