|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ancora Alternatives LLC
✚
|
|
|---|---|
| CRD # | 311902 |
| SEC # | 801-120302 |
| CIK # | 0001836192 |
| AUM | $1.0 B (2025-03-21) |
| Employees | 54 (57% Investors, 50% Brokers) |
| Phone | 216-825-4000 |
| Address | 6060 Parkland Blvd Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001836192 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Norfolk Southern Corp | 0.3 | ||
| LKQ Corp | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Ritchie Bros Auctioneers Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| CSX Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Sealed Air Corp/DE | 0.1 | ||
| Houlihan Lokey Inc | 0.1 | ||
| Veeva Systems Inc | 0.1 | ||
| Honeywell International Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| EOG Resources Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| Amcor PLC | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Accenture PLC | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Ancora Impact Fund LP - Series AA | [2025-03-21] | 99.7 | 102.3 |
| HF | Ancora Impact Fund LP - Series BB | [2025-03-21] | 41.5 | 38.9 |
| HF | Ancora Impact Fund LP - Series CC | [2025-03-21] | 13.6 | 19.1 |
| HF | Ancora Impact Fund LP - Series DD | [2025-03-21] | 8.0 | 10.6 |
| HF | Ancora Bellator Fund LP | [2024-03-28] | 166.4 | 93.9 |
| HF | Ancora Commodity Fund LP | [2024-03-28] | 69.7 | 11.3 |
| HF | Ancora Impact Fund LP - Series Y | [2024-03-28] | 46.8 | 0.0 |
| HF | Ancora Impact Fund LP - Series Z | [2024-03-28] | 46.8 | 0.0 |
| HF | Ancora Impact Fund LP - Series U | [2023-03-30] | 66.6 | 63.7 |
| HF | Ancora Impact Fund LP - Series V | [2023-03-30] | 77.6 | 64.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2 | 58.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 950.6 |
| (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 | 38.7 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 1,048.2 |
| By Discretionary | ||
| Discretionary | 17 | 1,048.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 1,048.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,048.2 | |
| Total | 17 | 1,048.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ronan Guilfoyle | 355 | ||
| Julie OHara | 115 | ||
| Ancora Alternatives LLC | 38 | ||
| Ancora Advisors LLC | 32 | ||
| Brian Hopkins | 8 | ||
| Denis Amato | 3 | ||
| Bradley Zucker | 12 | ||
| Richard Barone | 4 | ||
| James Chadwick | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001836192] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Santa Lucia Asset Management PTE Ltd
✚
|
1.1 | |
|
Mark Asset Management LP
✚
|
NY | 1.1 |
|
Affinity Investment Advisors LLC
✚
|
CA | 1.1 |
|
Synergy Asset Management LLC
✚
|
WA | 1.1 |
|
Quantum Capital Management LLC
✚
|
NJ | 1.0 |
|
Kelleher Financial Advisors LLC
✚
|
NY | 1.0 |
|
Private Capital Advisors Inc
✚
|
CT | 1.0 |
|
Ativo Capital Management LLC
✚
|
IL | 1.0 |
|
Jackson Square Partners LLC
✚
|
CA | 1.0 |
|
RJA Asset Management LLC
✚
|
CT | 1.0 |