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| Anchor Capital Management Group Inc
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|
|
|---|---|
| CRD # | 123543 |
| SEC # | 801-61643 |
| CIK # | 0002009885 |
| AUM | $389.7 MM (2024-03-28) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 800-290-8633 |
| Address | 15 Enterprise Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IRDM | 4,792.0 | 18.5 | |
| PATK | 1,239.3 | 15.9 | |
| ATSG | 2,244.5 | 15.5 | |
| LIND | 458.0 | 12.8 | |
| SXI | 1,038.1 | 10.9 | |
| JBI | 1,408.5 | 9.2 | |
| UIS | 794.7 | 5.9 | |
| ERII | 1,087.7 | 5.6 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Alteras Fund LLC | [2012-03-29] | 5.1 | 5.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 5.9 |
| (b) Individuals (high net worth individuals) | 5 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 376.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 389.7 |
| By Discretionary | ||
| Discretionary | 34 | 389.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 389.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.7 | |
| Total | 34 | 389.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Garrett Waters | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009885] |
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|---|---|---|
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