{ "crd_number": 317004, "slug": "datalign-cambridge-ma-317004", "primary_business_name": "DATALIGN", "legal_name": "DATALIGN ADVISORY, INC.", "dbas": [], "city": "Cambridge", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-12-21", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-06-02", "carried_forward": false, "raum_total": null, "raum_discretionary": null, "raum_non_discretionary": null, "raum_band": "not_reported", "raum_band_label": "Not reported", "total_employees": 21, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": null, "compensation_types": [ "other" ], "advisory_activities": [ "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VI", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://datalignadvisory.com", "https://linkedin.com/company/dataligndata/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317004", "city_as_filed": "CAMBRIDGE", "url": "https://advisorcensus.com/firm/datalign-cambridge-ma-317004", "display_name": "Datalign", "summary": "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.", "citation": "AdvisorCensus. Datalign (CRD 317004): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Other" ], "advisory_activity_labels": [ "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Datalign compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Datalign reports these compensation arrangements: other." }, { "q": "Where is Datalign located?", "a": "Datalign's principal office is in Cambridge, MA, according to its Form ADV." }, { "q": "Is Datalign registered with the SEC or a state?", "a": "Datalign is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317004." }, { "q": "How have Datalign's assets and staff changed since 2022?", "a": "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." }, { "q": "Does Datalign 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/317004" }, { "q": "Does Datalign state an account minimum?", "a": "Its Form ADV Part 2A brochure dated May 21, 2026 says: \"There are no minimum requirements for Consumers to use the Datalign platform.\"" }, { "q": "What changed in Datalign's recent Form ADV filings?", "a": "In the July 2026 filing data: No longer lists an office in Lone Tree, CO." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": 9, "filing_date": "2022-08-24" }, { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": 9, "filing_date": "2023-06-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": 18, "filing_date": "2024-08-19" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": 22, "filing_date": "2025-03-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": null, "total_employees": 21, "filing_date": "2026-06-02" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "No longer lists an office in Lone Tree, CO." ] }, { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Employees performing advisory functions went from 1 to 2.", "Added an office in Lone Tree, CO." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated May 21, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "There are no minimum requirements for Consumers to use the Datalign platform." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "There are no minimum requirements for Consumers to use the Datalign platform." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/datalign-cambridge-ma-317004.md", "clients": [], "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/317004", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }