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Building 2ALIGN PRIVATE CAPITAL

Map pinSARASOTA, FL
Phone917-365-9073
NotebookSEC #801-117483
Total AUM
$226.2M
Employees
6
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 N TAMIAMI TRAIL
SUITE 312
SARASOTA
FL 34236
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
917-365-9073
Other Offices
1

ReceiptFinancials

Total AUM
$226.2M
Accounts
3
Discretionary
$23.8M
Accounts
1
Non-Discretionary
$202.4M
Accounts
2

ContactClients

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Pooled Vehicle Clients
2
AUM
$225M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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