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ALIGN CAPITAL PARTNERS, LP

SHAKER HEIGHTS, OH · CRD 284487 · IAPD ↗ · 214-780-0857

$2.41BRegulatory AUM
23Advisory reps
35Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — ALIGN CAPITAL PARTNERS, LP reported RAUM up 44% ($1.68B -> $2.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — ALIGN CAPITAL PARTNERS, LP grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.