ANCOR CAPITAL PARTNERS
ANCOR HOLDINGS, LP Legal Name
Adviser information for ANCOR CAPITAL PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 15 | $181.1M |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $181.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $181.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesTRANSACTION FEES AND MANAGEMENT SERVICE FEES |
Identifiers
| SEC RIA File Number | 801-121994 |
|---|---|
| SEC ERA File Number | 801-121994 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 210524 |
| Legal Entity Identifier | None |
Principal Office
2720 E. STATE HWY 114SOUTHLAKE
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (817) 877-4458, Fax: (817) 877-4459
Websites
Chief Compliance Officer
MITCHELL A. GREEN
PRINCIPAL, CHIEF FINANCIAL OFFICER
2720 E. STATE HWY 114
SOUTHLAKE
TX
United States
Tel:
(817) 509-5226
Fax:
(817) 877-4459
M*****@***************M
(Full email address available in API data)
Industry Affiliates
| ANCOR DISPLAYIT INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/AFC INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/HBS INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/IDG INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/IT INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/LSC INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/MWT INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/PL INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/SIMR INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/STATINMED 2022, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANCOR/TS INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CIP EQUITY INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANCOR PLEDGE FUND IX, LLC | Private Equity Fund | $0.1M | $0.0M | 13 |
| ANCOR PLEDGE FUND LSC ROLL, LLC | Private Equity Fund | $1.2M | $0.0M | 4 |
| ANCOR PLEDGE FUND V, LLC | Private Equity Fund | $0.0M | $0.0M | 14 |
| ANCOR PLEDGE FUND VI, LLC | Private Equity Fund | $0.4M | $0.0M | 16 |
| ANCOR PLEDGE FUND VII, LLC | Private Equity Fund | $155.8M | $0.0M | 21 |
| ANCOR PLEDGE FUND XI, LLC | Private Equity Fund | $0.0M | $0.0M | 15 |
| ANCOR PLEDGE FUND XII, LLC | Private Equity Fund | $0.0M | $0.0M | 22 |
| ANCOR PLEDGE FUND XIII, LLC | Private Equity Fund | $0.0M | $0.0M | 0 |
| ANCOR PLEDGE FUND XIV, LLC | Private Equity Fund | $8.5M | $0.0M | 11 |
| ANCOR PLEDGE FUND XVI, LLC | Private Equity Fund | $5.5M | $0.0M | 12 |
| ANCOR PLEDGE FUND XVIII, LLC | Private Equity Fund | $4.8M | $0.0M | 9 |
| ANCOR/SIMR HOLDINGS, LLC | Private Equity Fund | $0.0M | $0.0M | 0 |
| CIP EQUITY FUND, LLC | Private Equity Fund | $2.9M | $0.0M | 11 |
| PMA INDUSTRIES 2022, LLC | Private Equity Fund | $1.8M | $0.0M | 8 |
| STATINMED 2022, LLC | Private Equity Fund | $0.0M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KEENE, JOSEPH, RANDALL | Individual | – | LIMITED PARTNER | 09/2000 | 25-50% |
| MCKIBBEN, TIMOTHY, JAMES | Individual | – | LIMITED PARTNER | 09/2000 | 25-50% |
| ANCOR PARTNERS, INC. | Domestic Entity | – | GENERAL PARTNER | 09/2000 | < 5% |
| KEENE, JOSEPH, RANDALL | Individual | ANCOR PARTNERS, INC. | SHAREHOLDER | 09/2000 | 50-75% |
| MCKIBBEN, TIMOTHY, JAMES | Individual | ANCOR PARTNERS, INC. | SHAREHOLDER | 09/2000 | 50-75% |
| GREEN, MITCHELL, ADAM | Individual | – | CCO/CFO/PRINCIPAL | 09/2000 | < 5% |