Form D · Hedge Fund

ANCORA MERLIN INSTITUTIONAL, LP

Cleveland, OH · CIK 0001431892

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$277M
Indefinite offering
Investors reported
276
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 1, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$138M$277MMar 16, 2009: $33,680,222.00Mar 16, 2009Feb 18, 2010: $40,955,281.00Feb 15, 2011: $49,404,698.00Feb 15, 2012: $89,609,718.00Mar 20, 2013: $94,497,285.00Mar 20, 2014: $121,972,810.00Oct 8, 2014: $130,332,810.00Jan 26, 2015: $133,247,810.00Jan 26, 2016: $138,706,710.00Jan 26, 2017: $147,806,710.00Jan 26, 2018: $157,082,710.00Jan 28, 2019: $185,466,068.00Jan 24, 2020: $199,446,068.00Jan 22, 2021: $203,902,707.00Jan 21, 2022: $229,617,207.00Jan 20, 2023: $252,098,358.00Jan 19, 2024: $258,098,358.00Jan 17, 2025: $260,918,358.00Jan 16, 2026: $276,524,320.00Jan 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$260,918,358 → $276,524,320
  • Reported investors262 → 276

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Amendment$276,524,320$15,605,962vs Jan 17, 2025276SEC filing
Jan 17, 2025Amendment$260,918,358$2,820,000vs Jan 19, 2024262SEC filing
Jan 19, 2024Amendment$258,098,358$6,000,000vs Jan 20, 2023259SEC filing
Jan 20, 2023Amendment$252,098,358$22,481,151vs Jan 21, 2022251SEC filing
Jan 21, 2022Amendment$229,617,207$25,714,500vs Jan 22, 2021232SEC filing
Jan 22, 2021Amendment$203,902,707$4,456,639vs Jan 24, 2020211SEC filing
Jan 24, 2020Amendment$199,446,068$13,980,000vs Jan 28, 2019210SEC filing
Jan 28, 2019Amendment$185,466,068$28,383,358vs Jan 26, 2018205SEC filing
Jan 26, 2018Amendment$157,082,710$9,276,000vs Jan 26, 2017170SEC filing
Jan 26, 2017Amendment$147,806,710$9,100,000vs Jan 26, 2016156SEC filing
Jan 26, 2016Amendment$138,706,710$5,458,900vs Jan 26, 2015146SEC filing
Jan 26, 2015Amendment$133,247,810$2,915,000vs Oct 8, 2014142SEC filing
Oct 8, 2014Amendment$130,332,810$8,360,000vs Mar 20, 2014141SEC filing
Mar 20, 2014Amendment$121,972,810$27,475,525vs Mar 20, 2013139SEC filing
Mar 20, 2013Amendment$94,497,285$4,887,567vs Feb 15, 2012129SEC filing
Feb 15, 2012Amendment$89,609,718$40,205,020vs Feb 15, 2011123SEC filing
Feb 15, 2011Amendment$49,404,698$8,449,417vs Feb 18, 2010104SEC filing
Feb 18, 2010Amendment$40,955,281$7,275,059vs Mar 16, 200985SEC filing
Mar 16, 2009Amendment$33,680,222No comparisonNot reportedSEC filing
Apr 3, 2008PaperNot reportedNo comparisonNot reportedSEC 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
021-116799
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

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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 MERLIN INSTITUTIONAL, LP

Investment adviser: ANCORA ALTERNATIVES LLC

Gross asset value
$393M
Beneficial owners
168
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 GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker PERSHING LLC JERSEY CITY, New Jersey, 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

JEFFERIES LLC
CRD 2347 · SEC 8-15074

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2087616 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8980493091

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
Denis Amato Executive
Ancora Advisors Llc Executive
Ancora Advisors, Llc Executive
Ancora Alternatives Llc Executive, Promoter
Richard Barone Executive
Brian Hopkins Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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