9AT: ANCOR CAPITAL PARTNERS

other names

ANCOR CAPITAL PARTNERS
ANCOR HOLDINGS, LP

Adviser Profile

As of Date	03/30/2026
ADV Location	SOUTHLAKE, TX, United States
Adviser Type - Large advisory firm
Number of Employees	9
of those in investment advisory functions	8
Registration	SEC, Approved, 07/30/2021
Other registrations (2)	SEC, ERA - Withdrawn, 06/30/2021 Texas, ERA - Withdrawn, 06/30/2021
Former registrations	ANCOR HOLDINGS, LP

AUM^*	458,419,453 153%
of that, discretionary	458,419,453 153%
Private Fund GAV^*	458,419,453 38%
Avg Account Size	38,201,621 216%
SMA’s	No
Private Funds	12 3
Contact Info	(81 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count12	GAV$458,419,453

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser OUTFITTER ENERGY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund239.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV239.6m	AUM239.6m	#Funds2
Adviser JTS FUND ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund156.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV156.4m	AUM156.4m	#Funds18
Adviser PIPER HEARTLAND HEALTHCARE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund211.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV211.5m	AUM218.3m	#Funds1
Adviser PRAVATI CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund161.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV161.0m	AUM161.0m	#Funds5
Adviser CUADRILLA CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund586.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV586.6m	AUM586.6m	#Funds7
Adviser ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund184.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV184.6m	AUM194.7m	#Funds11
Adviser LIONTREE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund125.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV125.5m	AUM125.5m	#Funds9
Adviser ONE MADISON GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund192.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV192.0m	AUM7.0b	#Funds6
Adviser LUMOS CAPITAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund274.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV274.5m	AUM274.5m	#Funds6
Adviser INNOVAHEALTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund283.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV283.2m	AUM301.0m	#Funds18

Brochure Summary

Overview

Ancor Holdings, LP dba Ancor Capital Partners (“Ancor”) is an investment advisory firm with its principal place of business in Southlake, Texas. Ancor is a limited partnership formed in 2000 and is organized under the laws of Delaware. Ancor is beneficially owned by Joseph Randall Keene and Timothy McKibben directly as limited partners and through Ancor Partners, Inc, its general partner. In providing services to the private investment funds sponsored by Ancor and its affiliates (the “Funds”), Ancor formulates each Fund’s investment objectives, directs and manages the investment of each Fund’s assets. Investment advice is provided directly to the Funds and not individually to the limited partners of the Funds (the “Investors” or “Limited Partners”). As such, Ancor’s only advisory clients are the Funds. Ancor manages the assets of the Funds in accordance with the terms of each Fund’s applicable confidential offering and/or private placement memorandum, individual limited partnership agreement, individual limited liability company agreement or other governing documents applicable to each Fund (the “Governing Documents”).

For information about the investment strategy of Ancor, see the discussion under “Methods of Analysis, Investment Strategies and Risks of Loss”. Further, details regarding the investment objectives for the Funds can be found in the applicable Governing Documents for each Fund. In certain circumstances, third parties may be offered the opportunity to co-invest alongside the Funds. These third parties (or “Co-Investors”) may include Investors and other entities affiliated with Ancor; employees or related persons of Ancor; service providers, Ancor or its affiliates; portfolio company management and others. Ancor applies its discretion when allocating such opportunities among potential Co-Investors, taking into account facts and circumstances which may include the nature of the transaction, speed of execution required, tax considerations, familiarity with and history of investing in the relevant industry, ability to provide strategic insights and other factors believed relevant by Ancor. As of December 31, 2023, Ancor had approximately $181,067,784 in assets under management, all on a discretionary basis

ANCOR CAPITAL PARTNERS

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Overview