ALIGN CAPITAL PARTNERS, LP

Adviser information for ALIGN CAPITAL PARTNERS, LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 28
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8 $1.6B
Non-Discretionary 0 $0
Total 8 $1.6B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 8 $1.6B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based feesMONITORING AND TRANSACTION FEES

Identifiers

SEC RIA File Number 801-108180
SEC ERA File Number 801-108180
SEC CIK Numbers None
SEC CRD Numbers 284487
Legal Entity Identifier None

Principal Office

3401 TUTTLE ROAD
SUITE 250
SHAKER HEIGHTS
OH
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 214-780-0857, Fax: None

Chief Compliance Officer

MASEEL MIR
CHIEF FINANCIAL OFFICER
4001 MAPLE AVENUE
SUITE 200
DALLAS
TX
United States
Tel: 214-780-0857
(Full email address available in API data)

Industry Affiliates

ALIGN CAPITAL PARTNERS GP I, LP Sponsor, GP, manager of pooled investment vehicles
ALIGN CAPITAL PARTNERS GP II, LP Sponsor, GP, manager of pooled investment vehicles
ALIGN CAPITAL PARTNERS GP III, LP Sponsor, GP, manager of pooled investment vehicles
ALIGN CAPITAL PARTNERS, LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
ALIGN COLLABORATE GP I, LP Sponsor, GP, manager of pooled investment vehicles
ALIGN COLLABORATE MANAGEMENT, LP Other investment adviser, including financial planners
ES EV FUND GP, LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALIGN CAPITAL PARTNERS FUND I-A, LP Private Equity Fund $18.1M $0.0M 6
ALIGN CAPITAL PARTNERS FUND I, LP Private Equity Fund $215.2M $0.0M 33
ALIGN CAPITAL PARTNERS FUND II-A, LP Private Equity Fund $28.1M $0.0M 7
ALIGN CAPITAL PARTNERS FUND II, LP Private Equity Fund $356.1M $0.0M 40
ALIGN CAPITAL PARTNERS FUND III, LP Private Equity Fund $61.3M $0.0M 55
ALIGN COLLABORATE FUND I, LP Private Equity Fund $0.0M $0.0M 22
ES EV FUND I, LP Private Equity Fund $189.9M $0.0M 23

Control Persons

Name Type Entity Title Since Ownership
ALIGN CAPITAL PARTNERS, LLC Domestic Entity GENERAL PARTNER 04/2016 > 75%
LANGLEY, ROBERT, ADAIR Individual MANAGING PARTNER 04/2016 < 5%
JONES, CHRISTOPHER, KEVIN Individual MANAGING PARTNER 04/2016 < 5%
LANGLEY, ROBERT, ADAIR Individual ALIGN CAPITAL PARTNERS, LLC MANAGING MEMBER 04/2016 25-50%
JONES, CHRISTOPHER, KEVIN Individual ALIGN CAPITAL PARTNERS, LLC MANAGING MEMBER 04/2016 25-50%
MIR, MASEEL, ALI Individual CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER 06/2017 < 5%

No. Employees, Historic

30150201920202021202220232024202514 on 4/17/201918 on 11/27/201918 on 3/26/202018 on 4/8/202020 on 3/30/202120 on 3/30/202226 on 3/31/202326 on 12/21/202328 on 3/27/2024

RAUM, Historic

2B1B02019202020212022202320242025362986437 on 4/17/2019383614154 on 11/27/2019817930094 on 3/26/2020817930094 on 4/8/2020856425196 on 3/30/20211094461734 on 3/30/20221548037961 on 3/31/20231548037961 on 12/21/20231565527207 on 3/27/2024

No. Clients, Historic

105020192020202120222023202420252 on 4/17/20192 on 11/27/20194 on 3/26/20204 on 4/8/20204 on 3/30/20214 on 3/30/20227 on 3/31/20237 on 12/21/20238 on 3/27/2024