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Ancora Holdings LLC
Ancora Holdings LLC is an SEC-registered investment adviser in Mayfield Heights, Ohio, registered since 2003. The firm manages $4.6 billion in assets, with...
Ancora Holdings LLC
Ancora Holdings LLC is an SEC-registered investment adviser in Mayfield Heights, Ohio, registered since 2003. The firm manages $4.6 billion in assets, with $2.7 billion managed on a discretionary basis. It has 46 employees and 27 investment advisers.
General information
Firm type
Asset Manager
Year founded
2003
Location
Region
North America
Country
United States
City
Mayfield Heights
Corporate office
Chicago, IL, United States
Frequently asked questions
What is Ancora Holdings LLC's investment approach?
Ancora focuses on concentrated equity investments and event-driven opportunities, often engaging in shareholder activism to influence operational changes or board composition. The firm targets mid-cap and small-cap companies where it believes strategic shifts can unlock value.
How does Ancora Holdings source its investment ideas?
The firm relies on public market research and fundamental analysis of SEC filings, earnings calls, and industry data. Its activist campaigns are typically initiated through Schedule 13D filings with the SEC.
Is Ancora Holdings a family office or an asset manager?
Ancora Holdings LLC is structured as a registered investment adviser (RIA), not a family office. It manages capital for institutional clients and high-net-worth individuals, as disclosed in public filings.
What types of positions does Ancora Holdings take?
Ancora takes concentrated equity stakes, often acquiring between 5% and 10% of a company's shares. It has been known to nominate directors and push for corporate governance changes.
Who are the key people at Ancora Holdings?
The firm does not widely publicize its team. Public filings and campaign disclosures have named individuals involved in specific activist campaigns, but no comprehensive leadership list is available from firm sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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