{
  "crd_number": 165341,
  "slug": "alidade-capital-llc-bloomfield-hills-mi-165341",
  "primary_business_name": "ALIDADE CAPITAL, LLC",
  "legal_name": "ALIDADE CAPITAL, LLC",
  "dbas": [],
  "city": "Bloomfield Hills",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-10-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-02",
  "carried_forward": false,
  "raum_total": 564944796.0,
  "raum_discretionary": 564944796.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 22,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 564944796.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "MA",
    "MI",
    "NC",
    "NY"
  ],
  "websites": [
    "https://alidadecapital.com",
    "https://linkedin.com/company/alidade-capital-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165341",
  "city_as_filed": "BLOOMFIELD HILLS",
  "url": "https://advisorcensus.com/firm/alidade-capital-llc-bloomfield-hills-mi-165341",
  "display_name": "Alidade Capital, LLC",
  "summary": "Alidade Capital, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.",
  "citation": "AdvisorCensus. Alidade Capital, LLC (CRD 165341): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Alidade Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alidade Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Alidade Capital, LLC located?",
      "a": "Alidade Capital, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Alidade Capital, LLC registered with the SEC or a state?",
      "a": "Alidade Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165341."
    },
    {
      "q": "How much does Alidade Capital, LLC manage?",
      "a": "Alidade Capital, LLC reports $564,944,796 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alidade Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alidade Capital, LLC: Regulatory assets under management: $464,632,809 in the October 2021 data and $564,944,796 in the October 2026 data, up 22%. Total employees: 19 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alidade Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Alidade Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165341"
    },
    {
      "q": "What changed in Alidade Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 14. Added an office in Scottsdale, AZ. Registered or notice-filed in AZ. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 464632809.0,
      "total_employees": 19,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 783400441.0,
      "total_employees": 19,
      "filing_date": "2022-05-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 688326672.0,
      "total_employees": 19,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 600446863.0,
      "total_employees": 20,
      "filing_date": "2024-04-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 551293272.0,
      "total_employees": 17,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 564944796.0,
      "total_employees": 22,
      "filing_date": "2026-04-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 14.",
        "Added an office in Scottsdale, AZ.",
        "Registered or notice-filed in AZ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/alidade-capital-llc-bloomfield-hills-mi-165341.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 564944796.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165341",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}