Align Private Capital - Investment Advisers

About Align Private Capital

Align Private Capital is an SEC-registered investment adviser based in Sarasota, Florida, and listed in the directory of US investment advisers. The firm was founded in 2014 to make direct investments for and alongside single family offices, and it describes itself as women-owned. It reports regulatory assets under management of $226.2 million and has six employees. The firm sources its deals through a proprietary network of more than 100 single family offices and sector specialists, and it typically makes three to four direct investments per year. The families who source an opportunity often commit capital alongside the firm, and decisions are made by partner consensus. Its absolute return strategy spans asset classes, security types and geographies, with the stated aim of pursuing risk-adjusted returns, income and downside protection. The strategy has been carried out through a series of funds and special purpose vehicles. Stated areas of focus include private equity, private credit, public equities and credit, and real estate. The firm is also one of the investment advisers in Florida.

Key Facts

Assets Under Management

$226.2M

Employees

6

SEC File Number

801-117483