DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Align Capital Partners, LP
Latest filing Mar 26, 2026
First filing on the tape Jul 20, 2016 · 21 filings
SEC status approved since Aug 5, 2016
RAUM
$2.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
23 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.4B as of Mar 26, 2026
Feb 6, 2017$336M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Feb 6, 20170 then
Employees (5.A)35 as of Mar 26, 2026
Feb 6, 201711 then
Private funds7 as of Mar 26, 2026
Feb 6, 20172 then
RAUM +44% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $301MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Align Capital Partners Fund II, LP | Private Equity Fund | $356M | 40 | Mar 26, 2020 |
| Align Capital Partners Fund I, LP | Private Equity Fund | $215M | 33 | Nov 8, 2016 |
| Es Ev Fund I, LP | Private Equity Fund | $190M | 23 | Mar 31, 2023 |
| Align Capital Partners Fund III, LP | Private Equity Fund | $61.3M | 55 | Mar 31, 2023 |
| Align Capital Partners Fund II-A, LP | Private Equity Fund | $28.1M | 7 | Mar 26, 2020 |
| Align Capital Partners Fund I-A, LP | Private Equity Fund | $18.1M | 6 | Nov 8, 2016 |
| Es Ev Fund I-A, LP | Private Equity Fund | $8.8M | 11 | Mar 31, 2023 |
| Align Collaborate Fund I, LP | Private Equity Fund | $0 | 22 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Kevin Christopher Jones · Managing Partnercontrolsince 04/2016 · owns less than 5%
- Adair Robert Langley · Managing Partnercontrolsince 04/2016 · owns less than 5%
- Ali Maseel Mir · Chief Compliance Officer And Chief Financial Officercontrolsince 06/2017 · owns less than 5%
- Kevin Christopher Jones · Managing Membercontrolsince 04/2016 · owns 25% to 50% of Align Capital Partners, LLC
- Adair Robert Langley · Managing Membercontrolsince 04/2016 · owns 25% to 50% of Align Capital Partners, LLC
Entity owners
- Align Capital Partners, LLC · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Align Capital Partners Gp I, LPpooled vehicle sponsorn
- Align Capital Partners Gp II, LPpooled vehicle sponsorn
- Align Capital Partners Gp III, LPpooled vehicle sponsorn
- Align Capital Partners, LLCpooled vehicle sponsorn
- Align Collaborate Gp I, LPpooled vehicle sponsorn
- Align Collaborate Management, LPinvestment advisern
- Es Ev Fund Gp, LPpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX8 employees
What changed
consecutive filings, newest first
- Advisory employees · 22 to 23Mar 28, 2025 to Mar 26, 2026
- Employees · 32 to 35Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.7B to $2.4BMar 28, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.7B to $2.4BMar 28, 2025 to Mar 26, 2026
- RAUM · $1.7B to $2.4BMar 28, 2025 to Mar 26, 2026
- Financial planning clients · unset to Nov 20, 2024 to Mar 28, 2025
- Advisory employees · 18 to 22Nov 20, 2024 to Mar 28, 2025
- Employees · 28 to 32Nov 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.6B to $1.7BNov 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.6B to $1.7BNov 20, 2024 to Mar 28, 2025
- RAUM · $1.6B to $1.7BNov 20, 2024 to Mar 28, 2025
- Accounts · 7 to 8Dec 21, 2023 to Mar 27, 2024
- Advisory employees · 16 to 18Dec 21, 2023 to Mar 27, 2024
- Pooled vehicle clients · 7 to 8Dec 21, 2023 to Mar 27, 2024
- Employees · 26 to 28Dec 21, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.5B to $1.6BDec 21, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.5B to $1.6BDec 21, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.6BDec 21, 2023 to Mar 27, 2024
- Related adviser · false to trueMar 31, 2023 to Dec 21, 2023
- Accounts · 4 to 7Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 7Mar 30, 2022 to Mar 31, 2023
- Employees · 20 to 26Mar 30, 2022 to Mar 31, 2023
- Private funds · 4 to 7Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $1.5BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.5BMar 30, 2022 to Mar 31, 2023
- RAUM · $1.1B to $1.5BMar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $856M to $1.1BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $856M to $1.1BMar 30, 2021 to Mar 30, 2022
- RAUM · $856M to $1.1BMar 30, 2021 to Mar 30, 2022
- Advisory employees · 15 to 16Apr 8, 2020 to Mar 30, 2021
- Employees · 18 to 20Apr 8, 2020 to Mar 30, 2021
- Discretionary RAUM · $818M to $856MApr 8, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $818M to $856MApr 8, 2020 to Mar 30, 2021
- RAUM · $818M to $856MApr 8, 2020 to Mar 30, 2021
- Accounts · 2 to 4Nov 27, 2019 to Mar 26, 2020
- Pooled vehicle clients · 2 to 4Nov 27, 2019 to Mar 26, 2020
- Private funds · 2 to 4Nov 27, 2019 to Mar 26, 2020
- Discretionary RAUM · $384M to $818MNov 27, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $384M to $818MNov 27, 2019 to Mar 26, 2020
- RAUM · $384M to $818MNov 27, 2019 to Mar 26, 2020
Signals
6 dated events
- Align Capital Partners, Lp reported RAUM $2.4B, up 44% from $1.7B (2025-03-28 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- Align Capital Partners, Lp reported RAUM $1.5B, up 41% from $1.1B (2022-03-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Patrick Stephen Dyke (Managing Partner) no longer on Schedule A of Align Capital Partners, Lp (listed 2022-03-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Align Capital Partners, Lp reported RAUM $1.1B, up 28% from $856.4M (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Align Capital Partners, Lp reported RAUM $817.9M, up 113% from $383.6M (2019-11-27 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- Align Capital Partners, Lp. filed its initial SEC registration (Form ADV)Jul 20, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Align Capital Partners, LP · Independent Sponsorsshared crd · capital_provider
- Align Capital Partners, LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/align-capital-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- aligncollaborate.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-780-0857reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026