Align Private Capital provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 2 private funds.
Align Private Capital reports 2 clients. They include 2 pooled investment vehicles. Of its assets, 10.5% ($23.8M across 1 account) are managed with discretion; $202M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 99% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $225M | 99.4% | $112M |
| Corporations and other businesses | Fewer than 5 | $1.25M | 0.6% | — |
| Total | 2 | $226M | 100% | — |
- Clients
- 2
- Regulatory AUM
- $225M
- AUM share
- 99.4%
- Avg. per client
- $112M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.25M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 2
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Align Private Capital is paid through fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Ghent LLC owns 75% or more of Align Private Capital and is in turn owned by Anna Nekoranec (50–75%) and Robert Blabey (25–50%). The leadership team of Align Private Capital includes Chief Operating Officer Mark Mattheys and Chief Compliance Officer Tara Horne. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- Owns 75% or more of Align Private Capital
Ghent LLC
Control person · since July 2014
- Owns 50% to 75% of Ghent LLC
Anna Nekoranec
Control person · since July 2014
- Owns 25% to 50% of Ghent LLC
Robert Blabey
Control person · since July 2014
- Owns 10% to 25% of Align Private Capital
Sirena Management
Control person · since July 2014
- Owns 75% or more of Sirena Management
David Shoemaker
Control person · since July 2014
Align Private Capital’s regulatory assets fell from $241M (June 2021) to $226M (June 2026); clients rose from 1 to 2 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $226M | 2 | 6 | 2 |
| Jun 2025June 2025 | $177M | 1 | 6 | 3 |
| Jun 2024June 2024 | $125M | 1 | 5 | 2 |
| Jun 2023June 2023 | $148M | 1 | 5 | 2 |
| Jul 2022July 2022 | $217M | 2 | 5 | 2 |
| Jun 2021June 2021 | $241M | 1 | 3 | 2 |
Besides its headquarters, Align Private Capital has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 2 N Tamiami Trail, Suite 312, SarasotaHQ
- 1333 Third Avenue South, Naples
Contact and registration details
- Legal name
- Align Private Capital
- Headquarters
- 2 N Tamiami Trail, Suite 312, Sarasota, FL 34236
- Website
- alignprivatecapital.com
- Phone
- 917-365-9073
- SEC file
- 801-117483
- Structure
- Florida LLC
- Fiscal year end
- December
Align Private Capital’s named custodian for separately managed accounts is The Bank of New York Mellon ($1.25M). Align Private Capital has custody of $226M for 3 clients.
- The Bank of New York MellonThe Bank of New York Mellon Corp · Pittsburgh, PA · $1.25M100%
At year end, Align Private Capital’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Align Private Capital have?
Align Private Capital has 2 clients and manages $226 million for them, as of June 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Align Private Capital offer?
Align Private Capital provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Align Private Capital use?
Align Private Capital’s separately managed account assets are held at The Bank of New York Mellon Corp (Pittsburgh, PA), with $1.25M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Align Private Capital have?
Align Private Capital has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Align Private Capital invest in?
At the end of its last fiscal year, Align Private Capital’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Align Private Capital?
Align Private Capital is owned through holding companies by Anna Nekoranec, Robert Blabey and David Shoemaker. Its direct owners are Ghent LLC (75% or more) and Sirena Management (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Align Private Capital get paid?
Align Private Capital is paid through fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Align Private Capital?
Align Private Capital’s main office is at 2 N Tamiami Trail, Suite 312, Sarasota, FL 34236. Its phone number is 917-365-9073. Its website is alignprivatecapital.com.