ALIGN CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2016
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$301M
Accounts
8
Employees
35
Advisory reps
3

Firm details

Headquarters
SHAKER HEIGHTS, Ohio
CRD number
284487
Registered since
August 5, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Align Capital Partners, LP is structured as a limited partnership and operates as a private equity sponsor that manages pooled investment vehicles. The firm registered with the SEC in 2016 and serves an institutional client base. Its primary advisory activity is portfolio management for pooled vehicles, and it also functions in sponsor/GP roles for those vehicles. Fee arrangements include asset-based fees and performance-linked fees, plus other fee components. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MASEEL MIR

    Chief Financial OfficerCRD 5784502

Contacts

2 of 2
  • ROBERT LANGLEY

    Co-Founder & Managing PartnerCRD 4545636

  • CHRISTOPHER JONES

    Co-Founder and Managing PartnerCRD 4248026

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SHAKER HEIGHTS, OH

CUYAHOGA

Location

SHAKER HEIGHTS, OH

Headquartered in SHAKER HEIGHTS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
3401 Tuttle Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth