# 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.

- CRD: 333844
- Filed as: ANCALA PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333844
- AdvisorCensus page: https://advisorcensus.com/firm/ancala-partners-llc-new-york-ny-333844

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,356,085,604
- Discretionary: $0
- Non-discretionary: $4,356,085,604

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $4,356,085,604 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ancala.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $3,118,727,363 | 6 | June 30, 2025 |
| October 2026 | $4,356,085,604 | 7 | April 27, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ancala Partners LLC (CRD 333844): Form ADV filing data as of October 2026.