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Ancora Alternatives LLC
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CRD # | 311902 |
SEC # | 801-120302 |
CIK # | 0001836192 |
AUM | $1.3 BB (2024-03-28) |
Employees | 59 (59% Investors, 53% Brokers) |
Phone | 216-825-4000 |
Address | 6060 Parkland Blvd Cleveland, OH 44124 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
NSC | 54.0 | 0.2 | |
AAPL | 2,382.8 | 0.1 | |
BERY | 7.3 | 0.1 | |
AVGO | 201.3 | 0.1 | |
MSFT | 1,918.2 | 0.1 | |
RBA | 6.9 | 0.1 | |
GPRE | 1.6 | 0.1 | |
JPM | 340.2 | 0.1 | |
ETN | 51.6 | 0.1 | |
ABBV | 269.5 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Ancora Bellator Fund LP | [2024-03-28] | 164.4 | 47.8 |
HF | Ancora Commodity Fund LP | [2024-03-28] | 66.5 | 12.4 |
HF | Ancora Impact Fund LP - Series Y | [2024-03-28] | 46.8 | 16.9 |
HF | Ancora Impact Fund LP - Series Z | [2024-03-28] | 46.8 | 67.1 |
HF | Ancora Impact Fund LP - Series U | [2023-03-30] | 66.6 | 63.7 |
HF | Ancora Impact Fund LP - Series V | [2023-03-30] | 77.6 | 64.7 |
HF | Ancora Impact Fund LP - Series W | [2023-03-30] | 66.6 | 54.7 |
HF | Ancora Impact Fund LP - Series X | [2023-03-30] | 46.8 | 55.0 |
HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio I | [2023-03-30] | 15.4 | 5.3 |
HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio J | [2023-03-30] | 3.9 | 5.5 |
View All |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 1 | 0.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 155.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 22 | 1,117.3 |
(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 | 3 | 43.5 |
(n) Other | 0 | 0.0 |
Total | 28 | 1,316.6 |
By Discretionary | ||
Discretionary | 28 | 1,316.6 |
Non-Discretionary | 0 | 0.0 |
Total | 28 | 1,316.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,316.6 | |
Total | 28 | 1,316.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Ronan Guilfoyle | 345 | ||
Julie OHara | 113 | ||
Ancora Alternatives LLC | 34 | ||
Ancora Advisors LLC | 32 | ||
Brian Hopkins | 8 | ||
Denis Amato | 3 | ||
Bradley Zucker | 12 | ||
James Chadwick | 4 | ||
Richard Barone | 4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001836192] |
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