Anchor Health Capital provides portfolio management for pooled vehicles. The firm advises 9 private funds.
Anchor Health Capital reports 9 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($166M across 9 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 9 | $166M | 100.0% | $18.4M |
| Total | 9 | $166M | 100% | $18.4M |
- Clients
- 9
- Regulatory AUM
- $166M
- AUM share
- 100.0%
- Avg. per client
- $18.4M
Total
- Clients
- 9
- Regulatory AUM
- $166M
- AUM share
- 100%
- Avg. per client
- $18.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
Anchor Health Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Anchor Chestnut Holdings, LLC owns 75% or more of Anchor Health Capital and is in turn owned by Anchor Health Partners, LLC (75% or more). The leadership team of Anchor Health Capital includes President John Watson. It has 8 employees, 5 of them in advisory roles.
Leadership
- John WatsonPresident and Member
- John WatsonChief Compliance Officer
- Benjamin OchsDirector
- Jacob RobbinsDirector
Staff
- 8 employees
- 5 in advisory functions
- Owns 75% or more of Anchor Health Capital, LLC
Anchor Chestnut Holdings, LLC
Control person · since January 2026
- Owns 75% or more of Anchor Chestnut Holdings, LLC
Anchor Health Partners, LLC
Control person · since November 2025
- Owns 50% to 75% of Anchor Health Partners, LLC
Anchor Newco Member, LLC
since September 2022
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Ventures, L.L.C.
since April 2016
- Owns 50% to 75% of Anchor Ventures, L.L.C.
Benjamin Ochs
Control person · since April 2016
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Realty Holdings LLC Series 2
since May 2021
- Owns 25% to 50% of Anchor Realty Holdings LLC Series 2
James Schmid
since May 2021
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Realty Holdings LLC Series 3
since September 2023
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Realty Holdings LLC Series 4
since December 2025
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Newco Holdings 2, LLC "Cap Co Series 2"
since September 2023
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Newco Holdings, LLC "Cap Co Series 1"
since September 2021
- Owns 75% or more of Anchor Newco Member, LLC
Anchor Newco Holdings 3, LLC "Cap Co Series 3"
since December 2025
- Owns 25% to 50% of Anchor Health Partners, LLC
Sunstone Real Estate, LP Series B
since September 2022
- Owns 75% or more of Sunstone Real Estate, LP Series B
Sunsuper Pty LTD
since July 2020
- Owns 10% to 25% of Anchor Health Capital, LLC
John Watson
Control person · since September 2015
Anchor Health Capital’s regulatory assets grew from $118M (July 2021) to $166M (March 2026); clients fell from 10 to 9 and employees from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $166M | 9 | 8 | 1 |
| Feb 2025February 2025 | $160M | 13 | 10 | 1 |
| Apr 2024April 2024 | $165M | 14 | 11 | 1 |
| May 2023May 2023 | $184M | 14 | 10 | 1 |
| May 2022May 2022 | $178M | 11 | 9 | 1 |
| Jul 2021July 2021 | $118M | 10 | 9 | 2 |
Besides its headquarters, Anchor Health Capital has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 832 Georgia Ave., Suite 221, ChattanoogaHQ
Other business names
Anchor Health Capital has reported 1 other business name to the SEC.
- Chestnut Funds
Contact and registration details
- Legal name
- Anchor Health Capital, LLC
- Headquarters
- 832 Georgia Ave., Suite 221, Chattanooga, TN 37402
- Website
- anchorhealthcapital.com
- Phone
- 423-708-2178
- @anchor-health-capital
- SEC file
- 801-119567
- Structure
- Tennessee LLC
- Fiscal year end
- December
Anchor Health Capital has custody of client assets.
How many clients does Anchor Health Capital have?
Anchor Health Capital has 9 clients and manages $166 million for them, as of March 2026. They include 9 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Anchor Health Capital offer?
Anchor Health Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Anchor Health Capital have?
Anchor Health Capital has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Anchor Health Capital?
Anchor Health Capital is owned through a chain of holding companies by Sunsuper Pty LTD, Benjamin Ochs, James Schmid, Anchor Realty Holdings LLC Series 3, Anchor Realty Holdings LLC Series 4 and 3 others. Its direct owners are John Watson (10% to 25%) and Anchor Chestnut Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Anchor Health Capital get paid?
Anchor Health Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Anchor Health Capital?
Anchor Health Capital’s main office is at 832 Georgia Ave., Suite 221, Chattanooga, TN 37402. Its phone number is 423-708-2178. Its website is anchorhealthcapital.com.