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ANCALA PARTNERS LLC
CRD 333844File 801-131857
APPROVED
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.