# Ancor Capital Partners

> 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.

- CRD: 210524
- Filed as: ANCOR CAPITAL PARTNERS
- Legal name: Ancor Holdings, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/210524
- AdvisorCensus page: https://advisorcensus.com/firm/ancor-capital-partners-southlake-tx-210524

## Quick answers

**How is Ancor Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Ancor Capital Partners reports these compensation arrangements: performance-based fees; other.

**Where is Ancor Capital Partners located?**
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).

**Is Ancor Capital Partners registered with the SEC or a state?**
Ancor Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 210524.

**How much does Ancor Capital Partners manage?**
Ancor Capital Partners reports $458,419,453 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Ancor Capital Partners' assets and staff changed since 2021?**
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.

**What types of clients does Ancor Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Ancor Capital Partners 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/210524

**What changed in Ancor Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $328,034,037 to $458,419,453 (+40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $458,419,453
- Discretionary: $458,419,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $458,419,453 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $299,421,757 | 10 | June 30, 2021 |
| October 2022 | $412,441,698 | 8 | March 31, 2022 |
| October 2023 | $192,355,676 | 9 | March 31, 2023 |
| October 2024 | $181,067,784 | 9 | June 24, 2024 |
| October 2025 | $328,034,037 | 9 | March 31, 2025 |
| October 2026 | $458,419,453 | 9 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $328,034,037 to $458,419,453 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ancor Capital Partners (CRD 210524): Form ADV filing data as of October 2026.