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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

1 of 1
  • SYLVESTER MARBEY

    Chief Compliance OfficerCRD 5419511

Contacts

1 of 1
  • LEE MELLOR

    PartnerCRD 7243427

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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