SourcingSourcing

DATALIGN ADVISORY, INC.

C25
CRD 317004·SEC 801-122733·CAMBRIDGE, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DATALIGN ADVISORY, INC.
CRD
317004
SEC file #
801-122733
EIN
874406812
DBA names
Datalign

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
20
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CAMBRIDGE MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
Other Compensation

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
linkedin.com/company/dataligndata/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IMPACT READY HOLDINGS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
IMPACT READY HOLDINGS, LLC
LINK VENTURES FUND 3, LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:datalign.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002013165
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-02-23
Edgar Last Filing Date
2025-09-04
Edgar Form D Count
3
Edgar Form D Offerings
2025-09-042025-09-04 · 0002013165-25-000004
2025-01-022025-01-02 · 0002013165-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1 KENDALL SQUARESUITE B2102CAMBRIDGE, MA 02139
Business
1 KENDALL SQUARESUITE B2102CAMBRIDGE, MA 02139
Edgar EIN
874406812
Edgar Recent Filings
D2025-09-04 · 0002013165-25-000004
D2025-01-02 · 0002013165-25-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
MAHAJAN, SATAYAN
Direct Owner · 7.5%
7809746
MALECHA, HILARY, C
Direct Owner · 7.5%
6375251
Samuel Morris Carter
Executive Officer · 2.5%
6886337
AUSTIN REID VAN GORDER
IAR
8055032
MARK JOHN AVERS
IAR
2038655