Investment adviser · CRD 210524
ANCOR CAPITAL PARTNERS
Investment adviser filing (IA)
ANCOR HOLDINGS, LP
SOUTHLAKE, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $458M Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Pooled investment vehicles | 12 | $458,419,453 | 100.0% |
Filing source
Form ADV 2077669 · 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
24 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.
ANCOR PLEDGE FUND VII, LLCPrivate Equity Fund · Last reported Mar 30, 2026$383MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, P.C. DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-7221774543
- Reported beneficial owners
- 21
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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.
ANCOR PLEDGE FUND XII, LLCPrivate Equity Fund · Last reported Mar 30, 2026$39.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, P.C. DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-3170517114
- Reported beneficial owners
- 22
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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.
STATINMED 2022, LLCPrivate Equity Fund · Last reported Mar 30, 2026$10.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, P.C. DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-7846051159
- Reported beneficial owners
- 12
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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.
ANCOR PLEDGE FUND XIV, LLCPrivate Equity Fund · Last reported Mar 30, 2026$9.39MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, P.C. DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-3545750373
- Reported beneficial owners
- 11
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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.
VITA PARENT, LLCPrivate Equity Fund · Last reported Mar 30, 2026$8.27MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, PC DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-8861989062
- Reported beneficial owners
- 12
- Minimum commitment
- $10K
Form ADV 2077669 · Mar 30, 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.
ANCOR PLEDGE FUND XVII, LLCPrivate Equity Fund · Last reported Mar 30, 2026$5.07MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, PC DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-3919690597
- Reported beneficial owners
- 8
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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.
ANCOR PLEDGE FUND XIX, LLCPrivate Equity Fund · Last reported Mar 30, 2026$2.25MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, PC DBA CALVETTI FERGUSON
PCAOB 2457
Fund details & source
- Fund ID
- 805-9057595961
- Reported beneficial owners
- 8
- Minimum commitment
- $25K
Form ADV 2077669 · Mar 30, 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 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Performance-based
Principal office
2720 E. STATE HWY 114SOUTHLAKE, TX, 76092, United States
CRD 210524
Filing source
Form ADV 2077669 · 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.