9AT: ANCOR CAPITAL PARTNERS

other names

ANCOR CAPITAL PARTNERS
ANCOR HOLDINGS, LP

Adviser Profile

As of Date	03/31/2025
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Other registrations (2)	SEC, ERA - Withdrawn, 06/30/2021 Texas, ERA - Withdrawn, 06/30/2021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^*	328,034,037 71%
of that, discretionary	328,034,037 71%
Private Fund GAV^*	328,034,037 81%
Avg Account Size	29,821,276 179%
SMA’s	No
Private Funds	11 7
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	Count11	GAV$328,034,037

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 PRESTON WEALTH ADVISORS, LLC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund21.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund10.5m	Total Private Fund GAV32.2m	AUM261.3m	#Funds2
Adviser WSC & COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund321.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV321.3m	AUM313.3m	#Funds5
Adviser MANGROVE EQUITY PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund549.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV549.3m	AUM297.7m	#Funds7
Adviser FOUNDERS EQUITY PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund216.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV216.7m	AUM216.7m	#Funds7
Adviser OUTFITTER ENERGY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund197.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV197.3m	AUM197.3m	#Funds1
Adviser ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund189.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV189.6m	AUM189.6m	#Funds10
Adviser LUMOS CAPITAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund286.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV286.3m	AUM286.3m	#Funds7
Adviser RHO ACCELERATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund171.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV171.5m	AUM171.5m	#Funds6
Adviser LIONTREE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund134.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV134.1m	AUM134.1m	#Funds11
Adviser NORTHRIM ADVISER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund521.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV521.9m	AUM521.9m	#Funds3

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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