ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
288368
Registered since
February 22, 2021

Firm profile

FINTRX

Overview

Anchor Capital Management Company, LLC is an SEC-registered limited liability company that began reporting as an adviser in 2021 and is owned by an individual. The firm acts as sponsor, general partner and managing member of pooled investment vehicles, and its regulatory profile indicates it is not a multi-state adviser, is not positioned as a capital allocator to third-party managers, and does not self-identify as an active ESG investor or pension consultant. Publicly available records show the firm operates primarily through pooled structures rather than a traditional registered-adviser retail channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Contacts

1 of 1
  • CLARENCE DUNNAGAN

    ManagerCRD 2347534

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

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
3105 Glenwood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth