AdvisorCensus / Financial advisors / New York / New York / Ancala Partners LLC
Ancala Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.
Quick answers
From the filingHow is Ancala Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Ancala Partners LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Ancala Partners LLC located?
Ancala Partners LLC's principal office is in New York, NY, according to its Form ADV.
Is Ancala Partners LLC registered with the SEC or a state?
Ancala Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333844.
How much does Ancala Partners LLC manage?
Ancala Partners LLC reports $4,356,085,604 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (0% discretionary).
How have Ancala Partners LLC's assets and staff changed since 2025?
In the Form ADV data for Ancala Partners LLC: Regulatory assets under management: $3,118,727,363 in the October 2025 data and $4,356,085,604 in the October 2026 data, up 40%. Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ancala Partners LLC serve?
By number of clients on Form ADV Item 5.D: other investment advisers (1).
Does Ancala Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333844
What changed in Ancala Partners LLC's recent Form ADV filings?
In the May 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $3,118,727,363 to $4,356,085,604 (+40%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$4,356,085,604 as of October 2026, filing dated April 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,356,085,604 | 7 | April 27, 2026 |
| October 2025 | $3,118,727,363 | 6 | June 30, 2025 |
Regulatory assets under management: $3,118,727,363 in the October 2025 data and $4,356,085,604 in the October 2026 data, up 40%.
Total employees: 6 in October 2025 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $3,118,727,363 to $4,356,085,604 (+40%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ancala Partners LLC (CRD 333844): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ancala-partners-llc-new-york-ny-333844