ALIGN PRIVATE CAPITAL
CRD #304506 SEC #801-117483 SARASOTA, FL 917-365-9073
SEC Registered Private Funds
Total AUM
$176.8M
Discretionary
$0
Employees
6
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $176.8M | $0 | $176.8M | 6 | 0 |
| Mar 2025 | $176.8M | $0 | $176.8M | 6 | 0 |
| Jun 2024 | $125.3M | $0 | $125.3M | 5 | 0 |
| Mar 2024 | $125.3M | $0 | $125.3M | 5 | 0 |
| Jun 2023 | $148M | $0 | $148M | 5 | 0 |
| Mar 2023 | $148M | $0 | $148M | 5 | 0 |
| Feb 2023 | $216.6M | $26.1K | $216.5M | 5 | 0 |
| Jul 2022 | $216.6M | $26.1K | $216.5M | 5 | 0 |
| May 2022 | $216.6M | $26.1K | $216.5M | 4 | 0 |
| Apr 2022 | $216.6M | $26.1K | $216.5M | 4 | 0 |
| Mar 2022 | $216.6M | $26.1K | $216.5M | 4 | 0 |
| Jun 2021 | $240.7M | $0 | $240.7M | 3 | 0 |
| Mar 2021 | $234.6M | $0 | $234.6M | 3 | 0 |
| Dec 2020 | $150.2M | $0 | $150.2M | 2 | 0 |
| Apr 2020 | $150.2M | $0 | $150.2M | 2 | 0 |
| Feb 2020 | $150.2M | $0 | $150.2M | 2 | 0 |
| Feb 2020 | $150.2M | $0 | $150.2M | 2 | 0 |
DateJun 2025
Total AUM$176.8M
Discretionary$0
Non-Disc.$176.8M
Employees6
Clients0
DateMar 2025
Total AUM$176.8M
Discretionary$0
Non-Disc.$176.8M
Employees6
Clients0
DateJun 2024
Total AUM$125.3M
Discretionary$0
Non-Disc.$125.3M
Employees5
Clients0
DateMar 2024
Total AUM$125.3M
Discretionary$0
Non-Disc.$125.3M
Employees5
Clients0
DateJun 2023
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees5
Clients0
DateMar 2023
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees5
Clients0
DateFeb 2023
Total AUM$216.6M
Discretionary$26.1K
Non-Disc.$216.5M
Employees5
Clients0
DateJul 2022
Total AUM$216.6M
Discretionary$26.1K
Non-Disc.$216.5M
Employees5
Clients0
DateMay 2022
Total AUM$216.6M
Discretionary$26.1K
Non-Disc.$216.5M
Employees4
Clients0
DateApr 2022
Total AUM$216.6M
Discretionary$26.1K
Non-Disc.$216.5M
Employees4
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$26.1K
Non-Disc.$216.5M
Employees4
Clients0
DateJun 2021
Total AUM$240.7M
Discretionary$0
Non-Disc.$240.7M
Employees3
Clients0
DateMar 2021
Total AUM$234.6M
Discretionary$0
Non-Disc.$234.6M
Employees3
Clients0
DateDec 2020
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees2
Clients0
DateApr 2020
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees2
Clients0
DateFeb 2020
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees2
Clients0
DateFeb 2020
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees2
Clients0