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ALIGN PRIVATE CAPITAL
CRD 304506File 801-117483
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.2M
Below cohort median (national)
Discretionary AUM
$23.8M
Non-discretionary $202.4M
Clients
2
3 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 11, 2019
- Principal office
- 2 N TAMIAMI TRAIL, SUITE 312, SARASOTA, FL, 34236
- Phone
- 917-365-9073
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.2M
- Discretionary AUM
- $23.8M
- Non-discretionary AUM
- $202.4M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 2
- Total accounts
- 3
- AUM per client
- $113.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Pooled investment vehicles | 2 | $225.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.