{
  "crd_number": 210524,
  "slug": "ancor-capital-partners-southlake-tx-210524",
  "primary_business_name": "ANCOR CAPITAL PARTNERS",
  "legal_name": "ANCOR HOLDINGS, LP",
  "dbas": [],
  "city": "Southlake",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 458419453.0,
  "raum_discretionary": 458419453.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 458419453.0,
      "count": 12
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ancorcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/210524",
  "city_as_filed": "SOUTHLAKE",
  "url": "https://advisorcensus.com/firm/ancor-capital-partners-southlake-tx-210524",
  "display_name": "Ancor Capital Partners",
  "summary": "Ancor Capital Partners is an SEC-registered investment advisory firm in Southlake, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Ancor Capital Partners (CRD 210524): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Ancor Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ancor Capital Partners reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ancor Capital Partners located?",
      "a": "Ancor Capital Partners' principal office is in Southlake, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ancor Capital Partners registered with the SEC or a state?",
      "a": "Ancor Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 210524."
    },
    {
      "q": "How much does Ancor Capital Partners manage?",
      "a": "Ancor Capital Partners reports $458,419,453 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ancor Capital Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ancor Capital Partners: Regulatory assets under management: $299,421,757 in the October 2021 data and $458,419,453 in the October 2026 data, up 53%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ancor Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12)."
    },
    {
      "q": "Does Ancor Capital Partners report any disciplinary disclosures?",
      "a": "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/210524"
    },
    {
      "q": "What changed in Ancor Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $328,034,037 to $458,419,453 (+40%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 299421757.0,
      "total_employees": 10,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 412441698.0,
      "total_employees": 8,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 192355676.0,
      "total_employees": 9,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 181067784.0,
      "total_employees": 9,
      "filing_date": "2024-06-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 328034037.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 458419453.0,
      "total_employees": 9,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $328,034,037 to $458,419,453 (+40%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ancor-capital-partners-southlake-tx-210524.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 458419453.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/210524",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}