AdvisorCensus / Financial advisors / Massachusetts / Boston / Datalign
Datalign is an SEC-registered investment advisory firm in Cambridge, MA, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated June 2, 2026.
Quick answers
From the filingHow is Datalign compensated?
On its Form ADV (Item 5.E, October 2026), Datalign reports these compensation arrangements: other.
Where is Datalign located?
Datalign's principal office is in Cambridge, MA, according to its Form ADV.
Is Datalign registered with the SEC or a state?
Datalign is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317004.
How have Datalign's assets and staff changed since 2022?
In the Form ADV data for Datalign: Total employees: 9 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Datalign 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/317004
Does Datalign state an account minimum?
Its Form ADV Part 2A brochure dated May 21, 2026 says: "There are no minimum requirements for Consumers to use the Datalign platform."
What changed in Datalign's recent Form ADV filings?
In the July 2026 filing data: No longer lists an office in Lone Tree, CO.
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- Other
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: None
The brochure's wording
There are no minimum requirements for Consumers to use the Datalign platform.
As stated in the firm's Form ADV Part 2A brochure dated May 21, 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.FNot reported.
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.DNot reported.
A 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- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Datalign Advisory, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 21. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
53 states or jurisdictions
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 | Not reported | 21 | June 2, 2026 |
| October 2025 | Not reported | 22 | March 19, 2025 |
| October 2024 | Not reported | 18 | August 19, 2024 |
| October 2023 | Not reported | 9 | June 24, 2023 |
| October 2022 | Not reported | 9 | August 24, 2022 |
Total employees: 9 in October 2022 and 21 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- July 2026
- No longer lists an office in Lone Tree, CO.
- June 2026
- Employees performing advisory functions went from 1 to 2.
- Added an office in Lone Tree, CO.
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. Datalign (CRD 317004): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/datalign-cambridge-ma-317004