Form D · Hedge Fund

Ancora Impact Fund LP - Series J

Cleveland, OH · CIK 0001827338

Offering snapshot reported Sep 21, 2022 · SEC filing

Reported sold
$49M
Indefinite offering
Investors reported
252
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24.5M$49MOct 14, 2020: $12,136,000.00Oct 14, 2020Jan 22, 2021: $17,606,000.00Jan 21, 2022: $48,959,693.00Jan 21, 2022Sep 21, 2022: $48,959,693.00Sep 21, 2022

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 21, 2022Amendment$48,959,693$0vs Jan 21, 2022252SEC filing
Jan 21, 2022Amendment$48,959,693$31,353,693vs Jan 22, 2021252SEC filing
Jan 22, 2021Amendment$17,606,000$5,470,000vs Oct 14, 2020110SEC filing
Oct 14, 2020Initial$12,136,000No comparison102SEC 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
021-377868

Source: Form D, filed Sep 21, 2022. 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 CATALYST SPV I, LP - SERIES J

Investment adviser: ANCORA ALTERNATIVES LLC

Gross asset value
$50.7M
Beneficial owners
248
ADV minimum commitment
$500K

Reported in Form ADV on Apr 28, 2022. 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 1647378 · Apr 28, 2022 · Schedule D 7.B.(1), fund 805-5543162190

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 Alternatives Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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