Align Capital Partners, Lp
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Learn more about Align Capital Partners, Lp
Overview
Align Capital Partners, Lp is a financial advisor firm that has its headquarters in Beachwood, Ohio. The company handles $1.5 billion in total assets throughout seven customer accounts, making it one of the biggest firms in the nation by assets under management (AUM). It has a small team, including 16 financial advisors. Align Capital Partners, Lp is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like equities, options and bonds.
Align Capital Partners, Lp oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without needing to seek client permission. The investment advisory firm administers about $221.1 million for every client account. The typical financial advisor at Align Capital Partners, Lp administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 3401 Tuttle Road, Beachwood, Ohio 44122. Align Capital Partners, Lp is legally allowed to provide services to customers throughout a few states, including Ohio and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Align Capital Partners, Lp by the Numbers
$1.5 billion
26
7
$221.1 million
Fee Structure
Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by the firm may include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its seven customers, Align Capital Partners, Lp's largest client by number of accounts is pooled investment vehicles. None of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Align Capital Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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