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ALIGN PRIVATE CAPITAL

SARASOTA, FL · CRD 304506 · IAPD ↗ · alignprivatecapital.com · 917-365-9073

$226.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — ALIGN PRIVATE CAPITAL reported RAUM up 28% ($176.8M -> $226.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
April 2025 — ALIGN PRIVATE CAPITAL notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — ALIGN PRIVATE CAPITAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — ALIGN PRIVATE CAPITAL reported RAUM up 41% ($125.3M -> $176.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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