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| Anchor Capital Advisors LLC
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| |
|---|---|
| CRD # | 105540 |
| SEC # | 801-18930 |
| CIK # | 0000813933 |
| AUM | $2.6 BB (2024-03-27) |
| Employees | 46 (30% Investors, 0% Brokers) |
| Phone | 617-338-3800 |
| Address | Two International Place Boston, MA 02110-4104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| FANG | 22.8 | 0.1 | |
| MCK | 46.2 | 0.1 | |
| ADI | 77.2 | 0.1 | |
| WRB | 18.3 | 0.1 | |
| BSX | 53.6 | 0.1 | |
| MKL | 17.6 | 0.1 | |
| CBOE | 12.8 | 0.1 | |
| PNC | 66.1 | 0.1 | |
| BAH | 11.6 | 0.1 | |
| MTB | 29.3 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 0.1 |
| (b) Individuals (high net worth individuals) | 298 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 0.2 |
| (h) Charitable organizations | 21 | 0.2 |
| (i) State or municipal government entities | 8 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.1 |
| (m) Corporations or other businesses not listed above | 10 | 0.0 |
| (n) Other | 5 | 0.9 |
| Total | 3,183 | 2.6 |
| By Discretionary | ||
| Discretionary | 3,183 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,183 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.6 | |
| Total | 3,183 | 2.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000813933] | |
| SC 13G | [0000813933] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Anchor Capital Advisors LLC | Sun Communities Inc | [2013-02-13] |
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