ANCALA PARTNERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333844
- Registered since
- May 21, 2025
- Fee structure
- Fixed Fees, Other
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ancala Partners LLC is an SEC-registered limited liability company that positions itself as an institutional adviser and manager of pooled investment vehicles and institutional portfolios. The firm reports an ownership mix that includes foreign and individual owners and operates under a fee model that includes fixed fees alongside other arrangements. Ancala identifies as an active ESG investor and lists portfolio management for pooled vehicles and for businesses or institutions among its primary advisory activities. The firm also reports affiliations across the industry, including roles that support sponsoring and managing pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds93%
- Other7%
Owners & executives
1 of 1SYLVESTER MARBEY
Chief Compliance OfficerCRD 5419511
Contacts
1 of 1LEE MELLOR
PartnerCRD 7243427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 444 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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