Ancala Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$4.4B
Discretionary
$0
0% of AUM
Avg account
$4.4B
Accounts
1
Employees
7
Advisory reps
2

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

FINTRX

Overview

Ancala Partners LLC is an institutional registered investment adviser that focuses on portfolio management for pooled investment vehicles and for businesses or institutions. The firm is set up as a limited liability company and is owned by a combination of a foreign entity and an individual. It serves institutional clients and charges fixed and other fee arrangements rather than percentage-based, discretionary retail advisory fees. Ancala reports being an active ESG investor and is not structured as a capital allocator. Its regulatory registrations and industry roles include affiliations with broker‑dealer activity, other investment adviser functions, commodity pool operator/commodity trading advisor roles, and acting as sponsor, general partner, or managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 93%, Other 7%93%
  • Private Funds93%
  • Other7%

Owners & executives

1 of 1
  • Sylvester Marbey

    Sylvester Marbey

    Chief Compliance OfficerCRD 5419511

Contacts

1 of 1
  • Lee Mellor

    Lee Mellor

    PartnerCRD 7243427

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth