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| Ancora Alternatives LLC
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| CRD # | 311902 |
| SEC # | 801-120302 |
| CIK # | 0001836192 |
| AUM | 1,131.8 M (2026-03-31) |
| Employees | 54 (57% Investors, 50% Brokers) |
| Phone | 216-825-4000 |
| Address | 6060 Parkland Blvd Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| LKQ Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Americold Realty Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Ritchie Bros Auctioneers Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Ancora Impact Fund LP - Series EE | [2026-03-31] | 70.8 M | 118.4 M |
| Filed 2026-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series FF | [2026-03-31] | 64.2 M | 68.5 M |
| Filed 2026-01-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series AA | [2025-03-21] | 99.7 M | |
| Filed 2026-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series BB | [2025-03-21] | 46.5 M | |
| Filed 2026-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series CC | [2025-03-21] | 13.6 M | |
| Filed 2024-11-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series DD | [2025-03-21] | 8.0 M | |
| Filed 2024-11-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Bellator Fund LP | [2024-03-28] | 169.5 M | 129.5 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Commodity Fund LP | [2024-03-28] | 69.7 M | 6.4 M |
| Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series Y | [2024-03-28] | 46.8 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series Z | [2024-03-28] | 46.8 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series U | [2023-03-30] | 66.6 M | 63.7 M |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series V | [2023-03-30] | 77.6 M | 64.7 M |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series W | [2023-03-30] | 66.6 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series X | [2023-03-30] | 46.8 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio I | [2023-03-30] | 15.4 M | 5.3 M |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio J | [2023-03-30] | 3.9 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series Q | [2022-04-28] | 17.9 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series S | [2022-04-28] | 46.1 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio G | [2022-04-28] | 13.9 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio H | [2022-04-28] | 9.8 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Catalyst SPV I LP - Series I | [2021-03-31] | 9.6 M | 10.5 M |
| Filed 2022-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Catalyst SPV I LP - Series J | [2021-03-31] | 49.0 M | 50.7 M |
| Filed 2022-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Catalyst SPV I SPC Ltd - Segregated Portfolio E | [2021-03-31] | 16.1 M | 48.3 M |
| Filed 2022-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series M | [2021-03-31] | 14.4 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund LP - Series N | [2021-03-31] | 71.2 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Impact Fund SPC Ltd - Segregated Portfolio F | [2021-03-31] | 5.4 M | |
| Filed 2023-09-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Cataylst SPV I SPC Ltd | [2021-01-11] | 12.7 M | 131.0 M |
| Filed 2019-05-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Commodity Institutional LP | [2020-03-30] | 69.7 M | 24.0 M |
| Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Cataylst LP | [2019-03-20] | 20.7 M | 28.8 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Cataylst SPV I LP | [2019-03-20] | 12.7 M | 199.5 M |
| Filed 2019-05-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Merlin LP | [2019-03-20] | 33.2 M | 39.8 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Cataylst Institutional LP | [2015-01-15] | 169.5 M | 251.0 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ancora Merlin Institutional LP | [2012-03-22] | 276.5 M | 392.8 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 9 | 1,059.2 |
| (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 | 1 | 72.6 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1,131.8 |
| By Discretionary | ||
| Discretionary | 10 | 1,131.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1,131.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 154.6 | |
| United States Persons | 977.3 | |
| Total | 10 | 1,131.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ronan Guilfoyle | Director | 358 | 108 | |
| Julie O'Hara | Director | 118 | 28 | |
| Ancora Alternatives LLC | Executive Officer, Promoter | 39 | 3 | |
| Ancora Advisors LLC | Executive Officer, Promoter | 32 | 3 | |
| Brian Hopkins | Executive Officer | 8 | 3 | |
| Denis Amato | Executive Officer | 3 | 3 | |
| Bradley Zucker | Director | 12 | 2 | |
| Richard Barone | Executive Officer | 4 | 2 | |
| James Chadwick | Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001836192] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
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Affinity Investment Advisors LLC
✚
|
CA | 1,159.2 M |
|
Kelleher Financial Advisors LLC
✚
|
NY | 1,153.4 M |
|
Mark Asset Management LP
✚
|
NY | 1,142.0 M |
|
Ignite Planners LLC
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|
CA | 1,136.9 M |
|
Provident Investment Management Inc
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|
MI | 1,133.6 M |
|
Knightsbridge Asset Management LLC
✚
|
CA | 1,118.5 M |
|
ASA Managed Account Managers LLC
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|
MN | 1,115.7 M |
|
Lynx Investment Advisory LLC
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|
DC | 1,114.5 M |
|
SB Advisory LLC
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|
GA | 1,101.4 M |
|
Night Owl Capital Management LLC
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|
CT | 1,095.2 M |