Ancora Alternatives LLC

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Assets, Funds, Holdings

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Ancora Alternatives LLC
CRD #311902
SEC #801-120302
CIK #0001836192
AUM $1.3 BB (2024-03-28)
Employees 59 (59% Investors, 53% Brokers)
Phone216-825-4000
Address6060 Parkland Blvd
Cleveland, OH 44124
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1400112084056028002009201420192025
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 ($BB)
5.04.03.02.01.00.02013201720212025
Type Form D Funds Date Sold ($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
13F-NT [0001836192]
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