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| Anchor Capital Advisors LLC
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| CRD # | 105540 |
| SEC # | 801-18930 |
| CIK # | 0000813933 |
| AUM | 2,373.8 M (2026-03-16) |
| Employees | 42 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) |
|---|---|---|
| McKesson Corp | 0.1 | |
| CBOE Holdings Inc | 0.1 | |
| Analog Devices Inc | 0.1 | |
| Berkley W R Corp | 0.1 | |
| M&T Bank Corp | 0.1 | |
| Ferguson Enterprises Inc /DE/ | 0.1 | |
| Diamondback Energy Inc | 0.1 | |
| PNC Financial Services Group Inc | 0.1 | |
| CRH Public Ltd Co | 0.1 | |
| Caseys General Stores Inc | 0.1 | |
| Air Products & Chemicals Inc /DE/ | 0.1 | |
| Markel Corp | 0.1 | |
| Idacorp Inc | 0.1 | |
| Alliant Energy Corp | 0.1 | |
| Globus Medical Inc | 0.1 | |
| Lamar Advertising Co/New | 0.1 | |
| Alcon Inc | 0.1 | |
| Mid America Apartment Communities Inc | 0.1 | |
| Hubbell Inc | 0.1 | |
| CNH Industrial NV | 0.1 | |
| Corteva Inc | 0.1 | |
| Hershey Co | 0.0 | |
| Qnity Electronics Inc | 0.0 | |
| XCEL Energy Inc | 0.0 | |
| Synnex Corp | 0.0 | |
| DowDupont Inc | 0.0 | |
| Avery Dennison Corporation | 0.0 | |
| Expeditors International of Washington Inc | 0.0 | |
| Tyco Electronics Ltd | 0.0 | |
| Toll Brothers Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 0.1 |
| (b) Individuals (high net worth individuals) | 299 | 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 | 15 | 0.2 |
| (h) Charitable organizations | 14 | 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 | 9 | 0.0 |
| (n) Other | 5 | 0.7 |
| Total | 2,632 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,632 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,632 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,632 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.0B |
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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NY | 2,388.4 M |
|
Swan Global Investments LLC
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CO | 2,388.2 M |
|
Parsons Capital Management Inc
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RI | 2,384.2 M |
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Castle Rock Advisors LLC
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MA | 2,383.8 M |
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Waddell & Associates LLC
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TN | 2,376.4 M |
|
Strive Asset Management LLC
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TX | 2,375.1 M |
|
Smith Moore & Co
✚
|
MO | 2,371.7 M |
|
Granahan Investment Management LLC
✚
|
MA | 2,363.0 M |
|
Dundas Partners LLP
✚
|
2,359.3 M | |
|
Stairway Partners LLC
✚
|
MN | 2,358.1 M |