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ALIGNED CLIMATE CAPITAL LLC

NEW YORK, NY · CRD 304716 · IAPD ↗ · alignedclimatecapital.com · 201-316-3402

$1.77BRegulatory AUM
17Advisory reps
18Employees
5Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — ALIGNED CLIMATE CAPITAL LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2025 — ALIGNED CLIMATE CAPITAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — ALIGNED CLIMATE CAPITAL LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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