ALIGN CAPITAL PARTNERS, LP

3401 Tuttle Road
Suite 250
Shaker Heights, Ohio 44122
Tel: 214-780-0857

About ALIGN CAPITAL PARTNERS, LP

ALIGN CAPITAL PARTNERS, LP, formally registered with the SEC as ALIGN CAPITAL PARTNERS, LP. The firm was established in 08/05/2016. They have over 2 offices throughout the country.

ALIGN CAPITAL PARTNERS, LP is a Shaker Heights, Ohio based Financial Planning firm with nearly $1,565,527,207 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284487
SEC#	801-108180
Assets Managed by Firm	$1,565,527,207
No. of Clients	8
No. of Advisors	28

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING AND TRANSACTION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$1,565,527,207

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