Ancor Holdings provides portfolio management for pooled vehicles. The firm advises 12 private funds.
Ancor Holdings reports 12 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($458M across 12 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 | 12 | $458M | 100.0% | $38.2M |
| Total | 12 | $458M | 100% | $38.2M |
- Clients
- 12
- Regulatory AUM
- $458M
- AUM share
- 100.0%
- Avg. per client
- $38.2M
Total
- Clients
- 12
- Regulatory AUM
- $458M
- AUM share
- 100%
- Avg. per client
- $38.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 12
- Financial planning clients last fiscal year
- 0
Ancor Holdings is paid through performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Joseph Keene owns 25% to 50% of Ancor Holdings. It has 9 employees, 8 of them in advisory roles.
Staff
- 9 employees
- 8 in advisory functions
- Owns 25% to 50% of Ancor Holdings, LP
Joseph Keene
Control person · since September 2000
- Owns 25% to 50% of Ancor Holdings, LP
Timothy McKibben
Control person · since September 2000
Ancor Holdings’ regulatory assets grew from $412M (March 2022) to $458M (March 2026); clients fell from 15 to 12 and employees rose from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $458M | 12 | 9 | 2 |
| Mar 2025March 2025 | $328M | 11 | 9 | 2 |
| Jun 2024June 2024 | $181M | 15 | 9 | 2 |
| Mar 2023March 2023 | $192M | 18 | 9 | 2 |
| Mar 2022March 2022 | $412M | 15 | 8 | 2 |
Besides its headquarters, Ancor Holdings has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 2720 E. State Hwy 114, SouthlakeHQ
- 3899 Maple Ave., Dallas
Contact and registration details
- Legal name
- Ancor Holdings, LP
- Headquarters
- 2720 E. State Hwy 114, Southlake, TX 76092
- Website
- ancorcapital.com
- Phone
- 817-877-4458
- SEC file
- 801-121994
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Ancor Holdings has custody of $20K for 13 clients.
How many clients does Ancor Holdings have?
Ancor Holdings has 12 clients and manages $458 million for them, as of March 2026. They include 12 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Ancor Holdings offer?
Ancor Holdings 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 Ancor Holdings have?
Ancor Holdings has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 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 Ancor Holdings?
Ancor Holdings’ direct owners are Joseph Keene and Timothy McKibben, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Ancor Holdings get paid?
Ancor Holdings is paid through performance-based fees and other compensation. 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 Ancor Holdings?
Ancor Holdings’ main office is at 2720 E. State Hwy 114, Southlake, TX 76092. Its phone number is 817-877-4458. Its website is ancorcapital.com.