ANCOR CAPITAL PARTNERS

other names
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Adviser Profile
As of Date 06/24/2024
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)
Former registrations

ANCOR HOLDINGS, LP

AUM* 181,067,784 -5.87%
of that, discretionary 181,067,784 -5.87%
Private Fund GAV* 181,067,784 -5.87%
Avg Account Size 12,071,186 12.96%
SMA’s No
Private Funds 15 3
Contact Info (81 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
412M 354M 295M 236M 177M 118M 59M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count15 GAV$181,067,784

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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