Form D · Hedge Fund

Ancora Catalyst Institutional, LP

Cleveland, OH · CIK 0001620142

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$169M
Indefinite offering
Investors reported
199
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$84.7M$169MSep 26, 2014: $17,280,000.00Sep 26, 2014Jan 26, 2015: $20,235,100.00Jan 26, 2016: $28,322,911.00Jan 26, 2017: $37,392,632.00Jan 26, 2018: $74,270,892.00Jan 28, 2019: $105,661,859.00Jan 24, 2020: $117,026,859.00Jan 22, 2021: $129,775,929.00Jan 21, 2022: $150,476,929.00Jan 20, 2023: $160,100,564.00Jan 19, 2024: $164,396,564.00Jan 17, 2025: $166,399,309.00Jan 16, 2026: $169,451,399.00Jan 16, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$166,399,309 → $169,451,399
  • Reported investors191 → 199

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Amendment$169,451,399$3,052,090vs Jan 17, 2025199SEC filing
Jan 17, 2025Amendment$166,399,309$2,002,745vs Jan 19, 2024191SEC filing
Jan 19, 2024Amendment$164,396,564$4,296,000vs Jan 20, 2023187SEC filing
Jan 20, 2023Amendment$160,100,564$9,623,635vs Jan 21, 2022178SEC filing
Jan 21, 2022Amendment$150,476,929$20,701,000vs Jan 22, 2021169SEC filing
Jan 22, 2021Amendment$129,775,929$12,749,070vs Jan 24, 2020142SEC filing
Jan 24, 2020Amendment$117,026,859$11,365,000vs Jan 28, 2019137SEC filing
Jan 28, 2019Amendment$105,661,859$31,390,967vs Jan 26, 2018131SEC filing
Jan 26, 2018Amendment$74,270,892$36,878,260vs Jan 26, 2017104SEC filing
Jan 26, 2017Amendment$37,392,632$9,069,721vs Jan 26, 201694SEC filing
Jan 26, 2016Amendment$28,322,911$8,087,811vs Jan 26, 201582SEC filing
Jan 26, 2015Amendment$20,235,100$2,955,100vs Sep 26, 201459SEC filing
Sep 26, 2014Initial$17,280,000No comparison48SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-225378
The entities listed in Item 12 above are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Inverness Securities, LLC000129914
CAIS Capital, LLC000154512

Source: Form D, filed Jan 16, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ANCORA BELLATOR FUND, LP

Investment adviser: ANCORA ALTERNATIVES LLC

Gross asset value
$130M
Beneficial owners
196
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS, ALTERNATIVE INVESTMENT SERVICES, LLC BELLVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP DALLAS, Texas, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

BTIG, LLC
CRD 122225 · SEC 8-65473

Filing source

Form ADV 2087616 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2704374313

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Ancora Advisors Llc Executive, Promoter
Ancora Advisors, Llc Executive
Ancora Alternatives Llc Executive, Promoter
James Chadwick Executive
Brian Hopkins Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6060 Parkland Boulevard Suite 200
Cleveland, OH, 44124