Investment adviser · CRD 309949

ANCHOR HEALTH CAPITAL, LLC

Investment adviser filing (IA)

CHATTANOOGA, TN, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$166M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
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
Pooled investment vehicles9$166,049,154100.0%
Filing source

Form ADV 2079615 · Mar 27, 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

16 Private funds

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

CHESTNUT ANCHOR HEALTHCARE FUND II, LPReal Estate Fund · Last reported Mar 27, 2026$58.7MGross asset value

Form D fundraising filings

Chestnut Anchor Healthcare Fund II, L.P.

Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian FIDELITY BROKERAGE SERVICES LLC ALBUQUERQUE, New Mexico, United States Related to adviser: No
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-5673000618
Reported beneficial owners
94
Minimum commitment
$250K
Form D file number
021-383859

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT REAL ESTATE FUND III, LPReal Estate Fund · Last reported Mar 27, 2026$44.2MGross asset value
Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian FIDELITY BROKERAGE SERVICES LLC ALBUQUERQUE, New Mexico, United States Related to adviser: No
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-1380193036
Reported beneficial owners
72
Minimum commitment
$250K
Form D file number
021-303016

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT HEALTHCARE FUND I, LPReal Estate Fund · Last reported Mar 27, 2026$25.6MGross asset value

Form D fundraising filings

Chestnut Real Estate Fund III, L.P.

Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian FIDELITY BROKERAGE SERVICES LLC ALBUQUERQUE, New Mexico, United States Related to adviser: No
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-6410371216
Reported beneficial owners
101
Minimum commitment
$250K
Form D file number
021-303016

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT HEALTHCARE REAL ESTATE FUND III, LPReal Estate Fund · Last reported Mar 27, 2026$18.8MGross asset value

Form D fundraising filings

Chestnut Healthcare Real Estate Fund III, L.P.

Fund administrator JUNIPER SQUARE SAN FRANSCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Fund details & source
Fund ID
805-4106301335
Reported beneficial owners
31
Minimum commitment
$100K
Form D file number
021-528884

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT OPPORTUNITY ZONE FUND, LPReal Estate Fund · Last reported Mar 27, 2026$7.91MGross asset value
Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

Fund details & source
Fund ID
805-2342147265
Reported beneficial owners
63
Minimum commitment
$100K
Form D file number
021-303016

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT REAL ESTATE FUND II, LPReal Estate Fund · Last reported Mar 27, 2026$4.61MGross asset value

Form D fundraising filings

Chestnut Development Partners II, L.P.

Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

Fund details & source
Fund ID
805-8135837044
Reported beneficial owners
100
Minimum commitment
$200K
Form D file number
021-247528

Form ADV 2079615 · Mar 27, 2026 · 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.

CHESTNUT PARKRIDGE IV, LPReal Estate Fund · Last reported Mar 27, 2026$3.09MGross asset value

Form D fundraising filings

Chestnut Parkridge IV, LP

Fund administrator THE HAWKS GROUP CHATTANOOGA, Tennessee, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor HENDERSON HUTCHERSON & MCCULLOUGH CHATTANOOGA, Tennessee, United States
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HENDERSON HUTCHERSON & MCCULLOUGH
PCAOB 622

Fund details & source
Fund ID
805-6316306039
Reported beneficial owners
15
Minimum commitment
$100K
Form D file number
021-459649

Form ADV 2079615 · Mar 27, 2026 · 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 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

832 GEORGIA AVE., SUITE 221
CHATTANOOGA, TN, 37402, United States

CRD 309949

Filing source

Form ADV 2079615 · Mar 27, 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.