Form D · Hedge Fund

Ancora Impact Fund LP - Series V

Cleveland, OH · CIK 0001905193

Offering snapshot reported Sep 21, 2023 · SEC filing

Reported sold: $77.6M
Investors reported: 294
Minimum accepted: $0
First sale: Jan 1, 2022

Fundraising history

Reported sold

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$77,435,750 → $77,635,750
Reported investors293 → 294

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 21, 2023	Amendment	$77,635,750	$200,000vs Sep 21, 2022	294	SEC filing
Sep 21, 2022	Amendment	$77,435,750	$30,751,250vs Jan 21, 2022	293	SEC filing
Jan 21, 2022	Amendment	$46,684,500	$0vs Jan 18, 2022	200	SEC filing
Jan 18, 2022	Initial	$46,684,500	No comparison	200	SEC 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: 021-429781

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Thales Capital Partners LLC	172125

Source: Form D, filed Sep 21, 2023. 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 IMPACT FUND LP - SERIES V

Investment adviser: ANCORA ALTERNATIVES LLC

Gross asset value: $64.7M
Beneficial owners: 289
ADV minimum commitment: $500K

Reported in Form ADV on Dec 6, 2024. 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

Custodian U.S. BANCORP INVESTMENTS, INC. SAINT PAUL, Minnesota, 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

U.S. BANCORP INVESTMENTS, INC.
SEC 8-35359

BTIG, LLC
CRD 122225 · SEC 8-65473

Filing source

Form ADV 1918749 · Dec 6, 2024 · Schedule D 7.B.(1), fund 805-7564756312

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Ancora Impact Fund LP - Series I	Sep 21, 2022	$9,559,822	67
Ancora Impact Fund LP - Series V (this fund)	Sep 21, 2023	$77,635,750	294
Ancora Impact Fund LP - Series X	Sep 21, 2023	$46,821,300	249

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
Name	Reported role
Ancora Alternatives Llc	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

6060 Parkland Boulevard Suite 200
Cleveland, OH, 44124