Investment adviser · CRD 324955
ANCHORCOVE PARTNERS
Investment adviser filing (IA)
ANCHORCOVE PARTNERS LLC
· Form ADV filed Jun 16, 2023
- Regulatory AUM
- $44.6M Form ADV · Item 5.F
- Client accounts
- 59 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $44,523,980 | 99.7% |
| Individuals | Fewer than 5 | $115,998 | 0.3% |
Filing source
Form ADV 1769539 · Jun 16, 2023 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 324955
Filing source
Form ADV 1769539 · Jun 16, 2023 · 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.