Align Ventures

RIASEC RegisteredEst. 2025
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$27.1M
Accounts
91
Employees
17
Advisory reps
3

Firm details

Headquarters
,
CRD number
323154
Registered since
August 14, 2025
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 Ventures is a privately held limited liability company that operates as a fund sponsor and manager focused on pooled investment vehicles. The firm is classified across private equity and venture capital strategies and reports institutional clients as its primary investor base. It is registered with the SEC in 2025 and is owned by an individual. Align Ventures performs portfolio management for pooled vehicles and serves in sponsor and general partner roles for those vehicles. It is not identified as a capital allocator and does not report active ESG investing. Fee arrangements include asset-based fees and performance-based compensation alongside other fee elements. The firm is not a multi-state adviser and is not described as a newly formed adviser.

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

Contacts

3 of 3
  • Matthew Hare

    Matthew Hare

    PrincipalCRD 4825854

  • Grant Hosking

    CRD 5400643

  • Benjamin Bryce

    CRD 7971672

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth