Investment adviser · CRD 123543

ANCHOR CAPITAL

Investment adviser filing (IA)

ANCHOR CAPITAL MANAGEMENT GROUP, INC.

ALISO VIEJO, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$191M
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies4$181,515,95794.9%
Individuals22$5,115,4662.7%
High-net-worth individualsFewer than 5$4,599,9592.4%
Filing source

Form ADV 2072417 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALTERAS FUND, LLCHedge Fund · Last reported Jun 7, 2012$5.6MGross asset value

Form D fundraising filings

ALTERAS FUND, LLC

Fund administrator YULISH & ASSOCIATES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFERIES LLP GREENWOOD VILLAGE, Colorado, United States
Prime broker SAXIS GROUP NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3060235451
Reported beneficial owners
11
Minimum commitment
$250K
Form D file number
021-165115

Form ADV 649597 · Jun 7, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

15 ENTERPRISE, SUITE 450
ALISO VIEJO, CA, 92656, United States

CRD 123543

Filing source

Form ADV 2072417 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.