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ANCALA PARTNERS LLC
CRD 333844File 801-131857
APPROVED
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.36B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $4.36B
Clients
1
1 accounts
Employees
7
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 21, 2025
- Principal office
- 444 MADISON AVENUE, NEW YORK, NY, 10022
- Phone
- 212-555-7550
- Website
- https://ancala.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.36B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $4.36B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $4.36B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $4.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — VARIABLE FEES TAKING INTO ACCOUNT COST AND QUALITY OF SERVICES.
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 6 | 7 | increased by1 |
| May 1, 2026 | AUM | $3,118,727,363 | $4,356,085,604 | increased by$1,237,358,241 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 6 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 0 | 1 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $3,118,727,363 | increased by$3,118,727,363 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 1 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANCALA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCALA PARTNERS” 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.