other names
  • ALIGN PRIVATE CAPITAL

Adviser Profile

As of Date 06/23/2025
ADV Location SARASOTA, FL, United States
Adviser Type - Large advisory firm
Number of Employees 6 20%
of those in investment advisory functions 5 25%
Registration SEC, Approved, 10/11/2019
AUM* 176,793,729 41%
of that, discretionary 0
Private Fund GAV* 175,119,666 0%
Avg Account Size 88,396,865 41%
SMA’s No
Private Funds 1
Contact Info 917 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

241M 206M 172M 138M 103M 69M 34M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name EISNER ADVISORY GROUP LLC Filing Date10/21/2025 Form ADV-E View Report
Accounting Firm Name EISNERAMPER LLP Filing Date09/10/2024 Form ADV-E View Report
Accounting Firm Name EISNERAMPER LLP Filing Date01/10/2024 Form ADV-E View Report
Accounting Firm Name EISNERAMPER LLP Filing Date02/01/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$175,119,666

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Brochure Summary