Align Private Capital
- Regulatory AUM
- $226M
- Discretionary
- $23.8M
- Clients
- 2
- Avg AUM / client
- $113M
- Accounts
- 3
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $225M | 99.4% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.55% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $123M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Current I Limited Partnership | Private Equity Fund | Delaware | $123M | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blabey, Robert, Groesbeck | Managing Member | Jul 2014 (12y) | ≈ 18.75% – 50% via Ghent Llc | |
| Nekoranec, Anna, Maria | Managing Member/ Ceo | Jul 2014 (12y) | ≈ 37.5% – 75% via Ghent Llc | |
| Shoemaker, David | Managing Member | Jul 2014 (12y) | ≈ 7.5% – 25% via Sirena Management | |
| Mattheys, Mark, Anthony | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Horne, Tara, Nichole | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ghent Llc | Managing Member | Jul 2014 | A | 75% or more |
| Sirena Management | Member | Jul 2014 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Blabey, Robert, Groesbeck: 25% – 50% of Ghent Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Nekoranec, Anna, Maria: 50% – 75% of Ghent Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Shoemaker, David: 75% – 100% of Sirena Management × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $123M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Current I Limited Partnership | Private Equity Fund | $123M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $1.2M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗