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| Anchor Capital Management Group Inc
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|
|---|---|
| CRD # | 123543 |
| SEC # | 801-61643 |
| CIK # | 0002009885, 0000894119 |
| AUM | $191.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 800-290-8633 |
| Address | 15 Enterprise Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009885 0000894119 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 2.1 | ||
| PIMCO Dynamic Income Opportunities Fund | 1.7 | ||
| BlackRock Science & Technology Trust | 0.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alteras Fund LLC | [2012-03-29] | 5.1 | 5.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 5.1 |
| (b) Individuals (high net worth individuals) | 0 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 181.5 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 191.2 |
| By Discretionary | ||
| Discretionary | 28 | 191.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 191.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.2 | |
| Total | 28 | 191.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Garrett Waters | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000894119] | |
| 13F-HR | [0002009885] |
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|---|---|---|
|
Marvin & Palmer Associates
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|
DE | 0.2 |
|
Fort Street Asset Management LLC
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HI | 0.2 |
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TX | 0.2 |
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Dynamic Wealth Strategies LLC
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MO | 0.2 |
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Bristlecone Value Partners LLC
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CA | 0.2 |
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ARCA Investment Management LLC
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Topturn Capital LLC
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