AdvisorCensus / Financial advisors / New York / New York / Alignment Growth
Alignment Growth
Filed as ALIGNMENT GROWTH · Legal name Alignment Growth Management LLC
Alignment Growth is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.
Quick answers
From the filingHow is Alignment Growth compensated?
On its Form ADV (Item 5.E, October 2026), Alignment Growth reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Alignment Growth located?
Alignment Growth's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Alignment Growth registered with the SEC or a state?
Alignment Growth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 319136.
How much does Alignment Growth manage?
Alignment Growth reports $593,204,613 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).
How have Alignment Growth's assets and staff changed since 2022?
In the Form ADV data for Alignment Growth: Regulatory assets under management: $391,008,630 in the October 2025 data and $593,204,613 in the October 2026 data, up 52%. Total employees: 9 in October 2025 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alignment Growth serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Alignment Growth 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/319136
Does Alignment Growth state an account minimum?
Its Form ADV Part 2A brochure dated March 2, 2026 says: "Alignment Growth generally requires Fund investors to make a minimum capital commitment of at least $3 million, although the capital commitment thresholds may be waived or modified by Alignment Growth in its sole discretion."
What changed in Alignment Growth's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $391,008,630 to $593,204,613 (+52%). Added an office in Santa Monica, CA. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $3,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Alignment Growth generally requires Fund investors to make a minimum capital commitment of at least $3 million, although the capital commitment thresholds may be waived or modified by Alignment Growth in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$593,204,613 as of October 2026, filing dated March 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Alignment Growth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 10. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $593,204,613 | 10 | March 2, 2026 |
| October 2025 | $391,008,630 | 9 | June 17, 2025 |
| October 2024 | Not reported | Not reported | April 18, 2024 |
| October 2023 | Not reported | Not reported | April 14, 2023 |
| October 2022 | Not reported | Not reported | June 17, 2022 |
Regulatory assets under management: $391,008,630 in the October 2025 data and $593,204,613 in the October 2026 data, up 52%.
Total employees: 9 in October 2025 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $391,008,630 to $593,204,613 (+52%).
- Added an office in Santa Monica, CA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alignment Growth (CRD 319136): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alignment-growth-new-york-ny-319136