ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Adviser information for ANCHOR CAPITAL MANAGEMENT COMPANY, LLC last updated from Form ADV on March 11th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
3105 GLENWOOD AVENUESUITE 101
RALEIGH
NC
United States
Monday - Friday, 9 AM - 5 PM
Tel: 919-755-0602, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| ANCHOR CAPITAL GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANCHOR CAPITAL, L.P. | Hedge Fund | $120.2M | $0.3M | 97 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUNNAGAN, CLARENCE, ROYALL | Individual | – | MANAGER | 01/2008 | > 75% |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AIR TRANSPORT SERVICES GRP I | COM | 16M | 1M | – |
| ENERGY RECOVERY INC | COM | 6M | 420K | – |
| IRIDIUM COMMUNICATIONS INC | COM | 19M | 695K | – |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 9M | 725K | – |
| LINDBLAD EXPEDITIONS HLDGS I | COM | 13M | 1M | – |
| PATRICK INDS INC | COM | 16M | 146K | – |
| STANDEX INTL CORP | COM | 11M | 68K | – |
| UNISYS CORP | COM NEW | 6M | 1M | – |