Datalign Advisory, Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 21
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blundin, David, Bransford | Investor | Sep 2021 (5y) | ≈ 42.19% – 100% via Link Ventures Investment Vehicle X Llc | |
| Carter, Samuel, Morris | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Malecha, Hilary, C | Cro | Jul 2022 (4y) | 5% – 10% | |
| Wernz, John, Herman | Executive Director | Nov 2022 (4y) | 5% – 10% | |
| Mahajan, Satayan | Ceo | Sep 2023 (3y) | 10% – 25% | |
| Austin Reid Van Gorder | Registered representative | CFA | Mar 2025 (1y) | |
| Mark John Avers | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Impact Ready Holdings, Llc | Direct Owner | Sep 2021 | A | 75% or more |
| Link Ventures Investment Vehicle X Llc | Direct Owner | Sep 2021 | B | ≈ 56.25% – 100% via Impact Ready Holdings, Llc |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Blundin, David, Bransford: 75% – 100% of Link Ventures Investment Vehicle X Llc × 75% – 100% of Impact Ready Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Link Ventures Investment Vehicle X Llc: 75% – 100% of Impact Ready Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 905 KB | 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
- • Other fees
- • REFERRAL FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have 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: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗