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ANCHOR CAPITAL ADVISORS LLC
CRD 105540File 801-18930
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.37B
Top 25% of cohort (national)
Discretionary AUM
$2.37B
Clients
519
2,632 accounts
Employees
42
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 12, 1983
- Principal office
- TWO INTERNATIONAL PLACE, SUITE 2110, BOSTON, MA, 02110-4104
- Phone
- 617-338-3800
- Website
- HTTP://WWW.ANCHORCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.37B
- Discretionary AUM
- $2.37B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,632
- Non-discretionary accounts
- 0
- Total accounts
- 2,632
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $18.5M |
| Charitable organizations | 14 | $199.6M |
| High net worth individuals | 299 | $1.02B |
| Pension and profit sharing plans | 15 | $175.8M |
| State or municipal government entities | 7 | $143.6M |
| Individuals (other than high net worth individuals) | 175 | $122.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 524 | 519 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.