Form D · Hedge Fund

Ancora Merlin, LP

Cleveland, OH · CIK 0001694450

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$33.2M
Indefinite offering
Investors reported
110
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$16.6M$33.2MFeb 23, 2017: $10,206,445.00Feb 23, 2017Feb 23, 2018: $15,161,445.00Feb 25, 2019: $22,196,205.00Feb 25, 2020: $22,606,205.00Jan 25, 2021: $23,020,513.00Jan 21, 2022: $24,895,513.00Jan 20, 2023: $29,050,513.00Jan 19, 2024: $29,745,513.00Jan 17, 2025: $31,853,622.00Jan 16, 2026: $33,201,099.00Jan 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$31,853,622 → $33,201,099
  • Reported investors106 → 110

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Amendment$33,201,099$1,347,477vs Jan 17, 2025110SEC filing
Jan 17, 2025Amendment$31,853,622$2,108,109vs Jan 19, 2024106SEC filing
Jan 19, 2024Amendment$29,745,513$695,000vs Jan 20, 2023100SEC filing
Jan 20, 2023Amendment$29,050,513$4,155,000vs Jan 21, 202297SEC filing
Jan 21, 2022Amendment$24,895,513$1,875,000vs Jan 25, 202187SEC filing
Jan 25, 2021Amendment$23,020,513$414,308vs Feb 25, 202078SEC filing
Feb 25, 2020Amendment$22,606,205$410,000vs Feb 25, 201976SEC filing
Feb 25, 2019Amendment$22,196,205$7,034,760vs Feb 23, 201875SEC filing
Feb 23, 2018Amendment$15,161,445$4,955,000vs Feb 23, 201745SEC filing
Feb 23, 2017Initial$10,206,445No comparison29SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-281191

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 MERLIN LP

Investment adviser: ANCORA ALTERNATIVES LLC

Gross asset value
$39.8M
Beneficial owners
88
ADV minimum commitment
$200K

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 JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, 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

JEFFERIES LLC
SEC 8-15074

PERSHING LLC
SEC 8-17574

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2087616 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1602092219

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