Form D · Hedge Fund

Ancora Merlin Institutional, Ltd.

Grand Cayman, E9 · CIK 0001695701

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$43M
Indefinite offering
Investors reported
75
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 2, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.5M$43MFeb 23, 2017: $10,796,916.00Feb 23, 2017Feb 23, 2018: $14,884,316.00Feb 25, 2019: $32,173,316.00Feb 25, 2020: $32,813,426.00Jan 22, 2021: $33,213,426.00Jan 21, 2022: $36,313,426.00Jan 20, 2023: $39,594,791.00Jan 19, 2024: $40,319,791.00Jan 17, 2025: $41,684,791.00Jan 16, 2026: $43,043,220.00Jan 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$41,684,791 → $43,043,220
  • Reported investors74 → 75

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Amendment$43,043,220$1,358,429vs Jan 17, 202575SEC filing
Jan 17, 2025Amendment$41,684,791$1,365,000vs Jan 19, 202474SEC filing
Jan 19, 2024Amendment$40,319,791$725,000vs Jan 20, 202371SEC filing
Jan 20, 2023Amendment$39,594,791$3,281,365vs Jan 21, 202269SEC filing
Jan 21, 2022Amendment$36,313,426$3,100,000vs Jan 22, 202159SEC filing
Jan 22, 2021Amendment$33,213,426$400,000vs Feb 25, 202051SEC filing
Feb 25, 2020Amendment$32,813,426$640,110vs Feb 25, 201949SEC filing
Feb 25, 2019Amendment$32,173,316$17,289,000vs Feb 23, 201847SEC filing
Feb 23, 2018Amendment$14,884,316$4,087,400vs Feb 23, 201734SEC filing
Feb 23, 2017Initial$10,796,916No comparison27SEC 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
021-281189

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CAIS Capital LLCNone

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

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Ronan Guilfoyle Director
Julie O'hara Director
Bradley Zucker Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Mourant Governance Svcs (Cayman) Ltd 94 Solaris Ave, Camana Bay, Po Box 1348
Grand Cayman, E9, KY1-1108