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 that operates as a private equity fund manager serving institutional clients. Founded before or by 2019 (SEC registration year 2019), the firm combines roles as sponsor, general partner, and managing member of pooled investment vehicles rather than acting as a pure capital allocator. Its advisory activities are focused on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation is structured with a mix of fixed fees and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.