Align Impact, LLC

Updated today

Find your advisor

Client assets under management

$523,098,589

Clients

100% high-net-worth

Advisors

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$16,874,148

About

Align Impact, LLC is an impact-focused investment manager that provides portfolio management, financial planning, and impact strategy services to pooled investment vehicles, institutions, foundations, families, and individuals. The firm manages separately managed accounts and multiple fund vehicles and also offers services tailored to other advisory firms as Institutional Clients.

Align’s investment approach integrates values-based impact criteria with conventional quantitative analysis and modern portfolio theory, creating client-specific Impact Investment Policy Statements and customized values screening. The firm operates a curated Platform of third-party managers, uses sub-advisers when appropriate, and provides ongoing due diligence, reporting, and educational support on topics such as shareholder engagement, green bond issuance, faith-based investing, ESG rating methodologies, Opportunity Zones, and Pay for Success contracts.

Noteworthy aspects include a larger-than-typical multi-office footprint (15 offices) and an institutional-facing Platform that explicitly serves other advisers and pooled funds while also serving charitable organizations and high-net-worth individuals. The ADV also discloses recent operational strain following the loss of a significant client in late 2025, a financial condition the firm has identified as affecting its ability to meet contractual commitments.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Charitable giving & philanthropy Private / alternative investments Real estate investing

Fee options

Fixed

Financial planning fees generally range from $50,000 to $200,000; flat fees for portfolio management typically range from $100,000 to $800,000; Institutional services flat annual fees range from $100,000 to $400,000, all negotiable

Performance-based

5% carried interest above a 10% preferred return on Align Impact Fund II, LP and Align Impact Fund III, LP

Other

Minimum fee: Minimum annual fee of $50,000, negotiable in certain circumstances

Main office location

Align Impact, LLC

1001 Bannock St, 3 Rd Floor

Denver CO 80204, United States

Number of offices

Most active in

Colorado · Florida · Idaho · New York · North Carolina · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Instagram YouTube Website 805-243-8055

Advisors at this firm

Evelina D

Series 65

New York, NY

Align Impact, LLC

Evelina Durlind is an advisor at Align Impact, LLC with a Series 65 credential and experience across various organizations including the United Nations, Columbia University, and Fisher Investments Europe. She joined Align Impact in 2024. Align Impact, LLC provides impact-focused investment advisory services to families, foundations, institutions, pooled investment vehicles, high-net-worth individuals, and charitable organizations. The firm combines impact investing with quantitative analysis and modern portfolio theory, offering customized Impact Investment Policy Statements and values-based screening.

ESG / Sustainable investing Charitable giving & philanthropy Private / alternative investments Real estate investing

Bryn P

Series 63, Series 65

Boulder, CO

Align Impact, LLC

Bryn Pellowe is a financial advisor at Align Impact, LLC with two years of industry experience. Prior to joining Align Impact, Bryn worked at Blackrock Investments, LLC and FactSet Research Systems. Align Impact, LLC provides impact-focused investment advisory services to families, foundations, institutions, pooled investment vehicles, high-net-worth individuals, and charitable organizations. The firm combines impact investing with quantitative analysis and modern portfolio theory, offering customized investment policy statements and values-based screening, as well as discretionary and non-discretionary management.

ESG / Sustainable investing Charitable giving & philanthropy Private / alternative investments Real estate investing

See all

View complete list of advisors at this firm

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support