ANCORA

Company Profile

As of Date 03/27/2025
ADV Location United States, OH
Websites
AUM* 10,045,884,926 7%
of that, discretionary 6,747,228,278 13%
Private Fund GAV* 958,241,261 -20%
Avg Account Size 2,198,224 58%
High Net Worth 90.68% 1%
SMA’s Yes
Private Funds 39 13

Adviser Type

- Large advisory firm

Number of Employees 223 -1%

of those in investment advisory functions 118 -10%

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

Recent News

Reported AUM

7B 6B 5B 4B 3B 2B 967M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count39 GAV$958,241,261

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM