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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 524 | 519 | decreased by5 |
| Apr 1, 2026 | Employees | 45 | 42 | decreased by3 |
| Apr 1, 2026 | Clients | 543 | 524 | decreased by19 |
| Apr 1, 2026 | AUM | $2,434,135,739 | $2,373,821,053 | decreased by$60,314,686 |
| Apr 1, 2026 | Accounts | 3,840 | 2,632 | decreased by1,208 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 45 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 534 | 543 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,415,082,456 | $2,434,135,739 | decreased by$980,946,717 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,684 | 3,840 | increased by156 |
| Apr 1, 2022 | Clients | 524 | 534 | increased by10 |
| Apr 1, 2022 | AUM | $3,038,351,612 | $3,415,082,456 | increased by$376,730,844 |
| Apr 1, 2022 | Accounts | 3,799 | 3,684 | decreased by115 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANCHOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCHOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.