# Align Capital Partners, LP

> Align Capital Partners, LP is an SEC-registered investment advisory firm in Shaker Heights, OH, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 284487
- Filed as: ALIGN CAPITAL PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shaker Heights, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284487
- AdvisorCensus page: https://advisorcensus.com/firm/align-capital-partners-lp-shaker-heights-oh-284487

## Quick answers

**How is Align Capital Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Align Capital Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Align Capital Partners, LP located?**
Align Capital Partners, LP's principal office is in Shaker Heights, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Align Capital Partners, LP registered with the SEC or a state?**
Align Capital Partners, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284487.

**How much does Align Capital Partners, LP manage?**
Align Capital Partners, LP reports $2,408,330,198 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Align Capital Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Align Capital Partners, LP: Regulatory assets under management: $856,425,196 in the October 2021 data and $2,408,330,198 in the October 2026 data, up 181%. Total employees: 20 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Align Capital Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Align Capital Partners, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284487

**What changed in Align Capital Partners, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 23. Regulatory assets under management went from $1,677,909,633 to $2,408,330,198 (+44%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,408,330,198
- Discretionary: $2,408,330,198
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $2,408,330,198 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 35 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- aligncollaborate.com
- aligncp.com
- LinkedIn @align-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $856,425,196 | 20 | March 30, 2021 |
| October 2022 | $1,094,461,734 | 20 | March 30, 2022 |
| October 2023 | $1,548,037,961 | 26 | March 31, 2023 |
| October 2024 | $1,565,527,207 | 28 | April 26, 2024 |
| October 2025 | $1,677,909,633 | 32 | March 28, 2025 |
| October 2026 | $2,408,330,198 | 35 | March 26, 2026 |

Regulatory assets under management: $856,425,196 in the October 2021 data and $2,408,330,198 in the October 2026 data, up 181%.
Total employees: 20 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 23.
- Regulatory assets under management went from $1,677,909,633 to $2,408,330,198 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Capital Partners, LP (CRD 284487): Form ADV filing data as of October 2026.