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ALIDADE CAPITAL, LLC

BLOOMFIELD HILLS, MI · CRD 165341 · IAPD ↗ · alidadecapital.com · 248-593-7878

$564.9MRegulatory AUM
14Advisory reps
22Employees
0Clients
n/aPlanning clients
2Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — ALIDADE CAPITAL, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — ALIDADE CAPITAL, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — ALIDADE CAPITAL, LLC now reports custody of client assets ($965.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
30
December 2025 — ALIDADE CAPITAL, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2025 — ALIDADE CAPITAL, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — ALIDADE CAPITAL, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
February 2025 — ALIDADE CAPITAL, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.