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| Anchor Capital Management LLC
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|---|---|
| CRD # | 124600 |
| SEC # | 801-79631 |
| CIK # | 0002009885, 0000894119 |
| AUM | 61.2 M (2026-04-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 607-272-0004 |
| Address | 323 Taughannock Boulevard Ithaca, NY 14850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 2.1 | ||
| PIMCO Dynamic Income Opportunities Fund | 1.7 | ||
| BlackRock Science & Technology Trust | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 19.4 |
| (b) Individuals (high net worth individuals) | 53 | 37.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (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 | 70 | 61.2 |
| By Discretionary | ||
| Discretionary | 70 | 61.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 70 | 61.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.2 | |
| Total | 70 | 61.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000894119] | |
| 13F-HR | [0002009885] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Retail |
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