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| Anchor Capital Advisors LLC
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| CRD # | 105540 |
| SEC # | 801-18930 |
| CIK # | 0000813933 |
| AUM | $2.4 B (2025-03-19) |
| Employees | 45 (29% Investors, 0% Brokers) |
| Phone | 617-338-3800 |
| Address | Two International Place Boston, MA 02110-4104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000813933 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Berkley W R Corp | 0.1 | |
| McKesson Corp | 0.1 | |
| Ferguson Enterprises Inc /DE/ | 0.1 | |
| CBOE Holdings Inc | 0.1 | |
| Markel Corp | 0.1 | |
| M&T Bank Corp | 0.1 | |
| Analog Devices Inc | 0.1 | |
| PNC Financial Services Group Inc | 0.1 | |
| CRH Public Ltd Co | 0.1 | |
| CNH Industrial NV | 0.1 | |
| Caseys General Stores Inc | 0.1 | |
| Lamar Advertising Co/New | 0.1 | |
| Mid America Apartment Communities Inc | 0.1 | |
| Boston Scientific Corp | 0.1 | |
| Corteva Inc | 0.1 | |
| Synnex Corp | 0.0 | |
| Alliant Energy Corp | 0.0 | |
| Autodesk Inc | 0.0 | |
| Crown Castle International Corp | 0.0 | |
| GE Healthcare Technologies Inc | 0.0 | |
| Solventum Corp | 0.0 | |
| Hubbell Inc | 0.0 | |
| Dr Pepper Snapple Group Inc | 0.0 | |
| DowDupont Inc | 0.0 | |
| Babcock & Wilcox Co | 0.0 | |
| XCEL Energy Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Fluor Corp | 0.0 | |
| Hershey Co | 0.0 | |
| Broadridge Financial Solutions Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 0.1 |
| (b) Individuals (high net worth individuals) | 301 | 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 | 22 | 0.2 |
| (h) Charitable organizations | 17 | 0.2 |
| (i) State or municipal government entities | 7 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 5 | 0.8 |
| Total | 3,840 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,840 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,840 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 3,840 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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