ALIGN PRIVATE CAPITAL

RIASEC RegisteredEst. 2019

Total AUM

$226M

Discretionary

$23.8M

11% of AUM

Avg account

$75.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SARASOTA, Florida
CRD number: 304506
Registered since: October 11, 2019
Website: alignprivatecapital.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles99.45%
Corporations / Businesses0.55%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Align Private Capital is an SEC-registered limited liability company formed in 2019 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it functions as a sponsor/GP and managing member of pooled vehicles it runs. Its fee model combines fixed fees with performance-based fees, consistent with private fund economics. Align is not marked as an active ESG investor and is not a multi-state adviser or a capital allocator to third-party mandates.