ANCHOR CAPITAL MANAGEMENT, LLC

CRD 124600File 801-79631

APPROVED

Retail clients

Filing as of Apr 15, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$61.2M

Bottom 25% of cohort (national)

Discretionary AUM

$61.2M

Clients

70 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 21, 2014
Principal office: 323 TAUGHANNOCK BOULEVARD, #8, ITHACA, NY, 14850
Phone: 607.272.0004
Website: HTTP://WWW.ANCHORITHACA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $61.2M
Discretionary AUM: $61.2M
Non-discretionary AUM: $0
Discretionary accounts: 70
Non-discretionary accounts: 0
Total accounts: 70
AUM per client: $874K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.0M
High net worth individuals	53	$37.8M
Individuals (other than high net worth individuals)	16	$19.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Employees	4	3	decreased by1
Feb 1, 2026	Clients	35	70	increased by35
Feb 1, 2026	AUM	$50,395,603	$61,156,514	increased by$10,760,911
Feb 1, 2026	Accounts	73	70	decreased by3
May 1, 2025 vs Oct 1, 2022	Employees	3	4	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	86	35	decreased by51
May 1, 2025 vs Oct 1, 2022	AUM	$50,822,217	$50,395,603	decreased by$426,614
May 1, 2025 vs Oct 1, 2022	Accounts	86	73	decreased by13
Mar 1, 2022	Clients	81	86	increased by5
Mar 1, 2022	AUM	$41,352,021	$50,822,217	increased by$9,470,196
Mar 1, 2022	Accounts	81	86	increased by5
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.