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ALIGN PRIVATE CAPITAL

CRD 304506 · SEC 801-117483

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2 N TAMIAMI TRAIL, SUITE 312, SARASOTA, FL, 34236, United States

Phone

917-365-9073

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.2M

Discretionary AUM

$23.8M

Team

6 total employees; 5 advisory reps

Clients

—

Fees

Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles2$225.0M

States served

NC, FL

All web addresses on file

Official SEC filing: View on IAPD