DATALIGN ADVISORY, INC.

UUID9614ff3c-d6b0-5885-87c7-381017362013

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	317004	317004	—	1.0
sec_file_number	801-122733	801-122733	—	—

HQ CityCAMBRIDGE

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-19 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
BLUNDIN, DAVID, BRANSFORD	INVESTOR	OFFICER	—	{"filing_id": "2018182", "owner_id": "5164845", "source": "adv_part1", "table": "Schedule_A_B"}
IMPACT READY HOLDINGS, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2018182", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LINK VENTURES INVESTMENT VEHICLE X LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2018182", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Lloyd, Dominic, Alexander	SOLE TRUSTEE	OFFICER	—	{"filing_id": "2018182", "owner_id": "6744337", "source": "adv_part1", "table": "Schedule_A_B"}
MAHAJAN, SATAYAN	CEO	OFFICER	—	{"filing_id": "2018182", "owner_id": "7809746", "source": "adv_part1", "table": "Schedule_A_B"}
MALECHA, HILARY, C	CRO	OFFICER	—	{"filing_id": "2018182", "owner_id": "6375251", "source": "adv_part1", "table": "Schedule_A_B"}
BLUNDIN 2023 DESCENDANTS TRUST	INVESTOR	EMPLOYEE	—	{"filing_id": "2018182", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Carter, Samuel, Morris	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018182", "owner_id": "6886337", "source": "adv_part1", "table": "Schedule_A_B"}
COGO FUND 2020	INVESTOR	EMPLOYEE	—	{"filing_id": "2018182", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LINK VENTURES FUND 3, LP	INVESTOR	EMPLOYEE	—	{"filing_id": "2018182", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.