{"url":"https://nivawealth.com/firms/ancor-holdings-210524","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/210524","regulatoryAum":458419453,"crd":"210524","history":[{"filedOn":"2022-03-31","regulatoryAum":412441698,"clients":15,"employees":8,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":192355676,"clients":18,"employees":9,"offices":2},{"filedOn":"2024-06-24","regulatoryAum":181067784,"clients":15,"employees":9,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":328034037,"clients":11,"employees":9,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":458419453,"clients":12,"employees":9,"offices":2}],"secFileNumber":"801-121994","legalName":"Ancor Holdings, LP","displayName":"Ancor Holdings","slug":"ancor-holdings-210524","website":"https://ancorcapital.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2720 E. State Hwy 114","city":"Southlake","state":"TX","stateName":"Texas","country":"United States","postalCode":"76092"},"tradeNames":[],"registration":{"secApproved":"30 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":458419453,"discretionary":458419453,"discretionaryAccounts":12,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":458419453}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ancor Holdings has custody of $20K for 13 clients.","otherCustodians":[],"leadership":[{"name":"Mitchell Green","title":"CCO/CFO/Principal","crd":"1931658"},{"name":"Joseph Keene","title":"Limited Partner","crd":"6480612"},{"name":"Timothy McKibben","title":"Limited Partner","crd":"6480619"}],"ownership":[{"label":"Joseph Keene","detail":"Limited partner in the 25% to 50% ownership band and a control person, since September 2000. Also a shareholder of Ancor Partners, Inc. in the 50% to 75% band and a control person, since September 2000."},{"label":"Timothy McKibben","detail":"Limited partner in the 25% to 50% ownership band and a control person, since September 2000. Also a shareholder of Ancor Partners, Inc. in the 50% to 75% band and a control person, since September 2000."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":2,"addresses":[{"street":"2720 E. State Hwy 114","city":"Southlake","headquarters":true},{"street":"3899 Maple Ave.","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-877-4458","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":12},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/210524/PDF/210524.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ancor Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ancor Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ancor Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ancor Holdings?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ancor Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ancor Holdings?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}