Aligned Climate Capital Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $274M
- Clients
- 6
- Avg AUM / client
- $295M
- Accounts
- 6
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $1.8B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $187M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Northstar Aligned Partners Llc | Private Equity Fund | Delaware | $111M | 30 |
| Aligned Climate Fund Lp | Private Equity Fund | Delaware | $35.9M | 37 |
| Aligned Climate Fund 2 Lp | Private Equity Fund | Delaware | $15.8M | 39 |
| Northstar Aligned Partners 2 Llc | Private Equity Fund | Delaware | $14.8M | 40 |
| Aligned Solar Partners 2 Llc | Private Equity Fund | Delaware | $10.3M | 25 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, Brendan | Chief Operating Officer And Managing Director | Jan 2019 (8y) | 10% – 25% | |
| Davidson, Peter, Warner | Ceo And Managing Director | Jan 2019 (8y) | 50% – 75% | |
| Rodman, Lawrence, Bernard | General Counsel And Managing Director And Cco | Jan 2019 (8y) | 10% – 25% | |
| Rubin, James, Samuel | Chief Investment Officer And Managing Director | Jun 2022 (4y) | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $187M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Northstar Aligned Partners Llc | Private Equity Fund | $111M | $10.0K | 30 |
| Aligned Climate Fund Lp | Private Equity Fund | $35.9M | $75.0K | 37 |
| Aligned Climate Fund 2 Lp | Private Equity Fund | $15.8M | $100K | 39 |
| Northstar Aligned Partners 2 Llc | Private Equity Fund | $14.8M | $25.0K | 40 |
| Aligned Solar Partners 2 Llc | Private Equity Fund | $10.3M | $25.0K | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CAPITAL COMMITMENTS/UNRETURNED CAPITAL CONTRIBS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗