ALIGN PRIVATE CAPITAL
Adviser information for ALIGN PRIVATE CAPITAL last updated from Form ADV on March 11th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 2 | $125.3M |
| Total | 2 | $125.3M |
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 | 1 | $123.3M |
| 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 | <5 | $2.0M |
| 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 vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117483 |
|---|---|
| SEC ERA File Number | 801-117483 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304506 |
| Legal Entity Identifier | None |
Principal Office
2 N TAMIAMI TRAILSUITE 312
SARASOTA
FL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 917-365-9073, Fax: None
Websites
Chief Compliance Officer
TARA HORNE
485 MADISON AVENUE
FLOOR 15
NEW YORK
NY
United States
Tel:
212-751-4422
T*****@**************M
(Full email address available in API data)
Regulatory Contact
MARK MATTHEYS
CHIEF OPERATING OFFICER
2 N TAMIAMI TRAIL
SUITE 312
SARASOTA
FL
United States
Tel:
941-330-7448
M***@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CURRENT I LIMITED PARTNERSHIP | Private Equity Fund | $123.3M | $0.1M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEKORANEC, ANNA, MARIA | Individual | – | MANAGING MEMBER/ CEO | 07/2014 | < 5% |
| BLABEY, ROBERT, GROESBECK | Individual | – | MANAGING MEMBER | 09/2014 | < 5% |
| GHENT LLC | Domestic Entity | – | MANAGING MEMBER | 07/2014 | > 75% |
| SIRENA MANAGEMENT | Domestic Entity | – | MEMBER | 07/2014 | 10-25% |
| NEKORANEC, ANNA, MARIA | Individual | GHENT LLC | MANAGING MEMBER | 07/2014 | 50-75% |
| BLABEY, ROBERT, GROESBECK | Individual | GHENT LLC | MANAGING MEMBER | 07/2014 | 25-50% |
| SHOEMAKER, DAVID | Individual | SIRENA MANAGEMENT | MANAGING MEMBER | 07/2014 | > 75% |
| MATTHEYS, MARK, ANTHONY | Individual | – | CHIEF OPERATING OFFICER | 02/2021 | < 5% |
| HORNE, TARA | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |