# Aligned Climate Capital LLC

> Aligned Climate Capital LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 304716
- Filed as: ALIGNED CLIMATE CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304716
- AdvisorCensus page: https://advisorcensus.com/firm/aligned-climate-capital-llc-new-york-ny-304716

## Quick answers

**How is Aligned Climate Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aligned Climate Capital LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other.

**Where is Aligned Climate Capital LLC located?**
Aligned Climate Capital LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Aligned Climate Capital LLC registered with the SEC or a state?**
Aligned Climate Capital LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304716.

**How much does Aligned Climate Capital LLC manage?**
Aligned Climate Capital LLC reports $1,771,111,877 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (15% discretionary).

**How have Aligned Climate Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Aligned Climate Capital LLC: Regulatory assets under management: $530,153,618 in the October 2021 data and $1,771,111,877 in the October 2026 data, up 234%. Total employees: 7 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aligned Climate Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Aligned Climate Capital LLC report any disciplinary disclosures?**
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/304716

**What changed in Aligned Climate Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 17.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,771,111,877
- Discretionary: $274,414,532
- Non-discretionary: $1,496,697,345

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,771,111,877 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 18 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ME, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Burbank, CA
- Portland, ME

### Websites listed on Form ADV (Item 1.I)
- alignedclimatecapital.com
- LinkedIn @aligned-climate-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $530,153,618 | 7 | March 16, 2021 |
| October 2022 | $1,790,460,315 | 17 | July 18, 2022 |
| October 2023 | $1,756,597,522 | 13 | March 22, 2023 |
| October 2024 | $1,815,904,461 | 15 | July 2, 2024 |
| October 2025 | $1,809,525,914 | 16 | May 12, 2025 |
| October 2026 | $1,771,111,877 | 18 | March 30, 2026 |

Regulatory assets under management: $530,153,618 in the October 2021 data and $1,771,111,877 in the October 2026 data, up 234%.
Total employees: 7 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 17.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligned Climate Capital LLC (CRD 304716): Form ADV filing data as of October 2026.