ANCORA
{{ Info.Overview }}
Company Profile
| As of Date | 04/01/2026 |
| ADV Location | United States, OH |
| Adviser Type - Large advisory firm | |
| Number of Employees | 194 -14% |
| of those in investment advisory functions | 109 -17% |
| AUM* | 11,180,662,830 19% |
| of that, discretionary | 7,571,103,486 26% |
| Private Fund GAV* | 1,059,200,018 -12% |
| Avg Account Size | 2,241,962 61% |
| High Net Worth | 91.55% 2% |
| SMA’s | Yes |
| Private Funds | 33 7 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Disclosure Reporting
| 11.C(2) | SEC/CFTC found violation |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
Recent News
Reported AUM
7B
6B
5B
4B
3B
2B
967M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count33 | GAV$1,059,200,018 |