Investment adviser · CRD 284487

ALIGN CAPITAL PARTNERS, LP

Investment adviser filing (IA)

SHAKER HEIGHTS, OH, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$2.41B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
35
Reported in this filing
Advisory professionals
23
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$2,408,330,198100.0%
Filing source

Form ADV 2069201 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALIGN CAPITAL PARTNERS FUND III, LPPrivate Equity Fund · Last reported Mar 26, 2026$725MGross asset value

Form D fundraising filings

ALIGN CAPITAL PARTNERS FUND III, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-7837521781
Reported beneficial owners
57
Minimum commitment
$0
Form D file number
021-463072

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALIGN CAPITAL PARTNERS FUND II, LPPrivate Equity Fund · Last reported Mar 26, 2026$595MGross asset value

Form D fundraising filings

ALIGN CAPITAL PARTNERS FUND II, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-4867109005
Reported beneficial owners
40
Minimum commitment
$0
Form D file number
021-361122

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ES EV FUND I, LPPrivate Equity Fund · Last reported Mar 26, 2026$336MGross asset value

Form D fundraising filings

ES EV FUND I, LP

Feeder funds

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-8244264622
Reported beneficial owners
23
Minimum commitment
$0
Form D file number
021-467102

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALIGN COLLABORATE FUND I, LPPrivate Equity Fund · Last reported Mar 26, 2026$142MGross asset value

Form D fundraising filings

ALIGN COLLABORATE FUND I, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-2525100585
Reported beneficial owners
61
Minimum commitment
$0
Form D file number
021-500429

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALIGN CAPITAL PARTNERS FUND I, LPPrivate Equity Fund · Last reported Mar 26, 2026$72.5MGross asset value

Form D fundraising filings

Align Capital Partners Fund I, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-6396717030
Reported beneficial owners
33
Minimum commitment
$0
Form D file number
021-270643

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALIGN CAPITAL PARTNERS FUND II-A, LPPrivate Equity Fund · Last reported Mar 26, 2026$47.3MGross asset value

Form D fundraising filings

ALIGN CAPITAL PARTNERS FUND II-A, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-5640937862
Reported beneficial owners
7
Minimum commitment
$0
Form D file number
021-361123

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALIGN CAPITAL PARTNERS FUND I-A, LPPrivate Equity Fund · Last reported Mar 26, 2026$6.15MGross asset value

Form D fundraising filings

Align Capital Partners Fund I-A, LP

Fund administrator IQEQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

Fund details & source
Fund ID
805-9845550300
Reported beneficial owners
6
Minimum commitment
$0
Form D file number
021-270645

Form ADV 2069201 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

3401 TUTTLE ROAD, SUITE 250
SHAKER HEIGHTS, OH, 44122, United States

CRD 284487

Filing source

Form ADV 2069201 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.