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ANCORA ALTERNATIVES LLC
CRD 311902File 801-120302
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
10
10 accounts
Employees
54
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 11, 2021
- Principal office
- 6060 PARKLAND BLVD., #200, CLEVELAND, OH, 44124
- Phone
- 216-825-4000
- Website
- HTTP://WWW.ANCORA.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $113.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $72.6M |
| Pooled investment vehicles | 9 | $1.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 15 | 10 | decreased by5 |
| Apr 1, 2026 | AUM | $1,048,157,204 | $1,131,830,017 | increased by$83,672,813 |
| Apr 1, 2026 | Accounts | 17 | 10 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 54 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 22 | 15 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,195,775,661 | $1,048,157,204 | decreased by$147,618,457 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 17 | decreased by5 |
| Apr 1, 2022 | Employees | 47 | 57 | increased by10 |
| Apr 1, 2022 | Clients | 15 | 22 | increased by7 |
| Apr 1, 2022 | AUM | $669,911,390 | $1,195,775,661 | increased by$525,864,271 |
| Apr 1, 2022 | Accounts | 15 | 22 | increased by7 |
| Nov 1, 2021 | Clients | 1,258 | 15 | decreased by1,243 |
| Nov 1, 2021 | Accounts | 1,258 | 15 | decreased by1,243 |
| 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 “ANCORA ALTERNATIVES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCORA ALTERNATIVES” 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.