ANCORA ALTERNATIVES LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 311902
- Registered since
- February 11, 2021
- Website
- ancora.net
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles93.58%
- Corporations / Businesses6.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ancora Alternatives LLC is a limited liability company that registered as an SEC adviser in 2021 and operates as a hedge-fund manager serving institutional clients. The firm combines pooled-vehicle management with separate-account portfolio management and functions in roles that include commodity pool operator/commodity trading adviser (CPO/CTA) and financial-product salesperson. Its fee model blends a percentage-of-AUM component with performance-based fees. Investment activity centers on alternative strategies run through advised funds, with a secondary suite of liquid exposures managed via separately managed accounts. The adviser is not positioned as an ESG investor and does not present itself as a multi-state adviser. Ancora’s business affiliations extend into broker-dealer and futures-market channels and include sponsorship or GP roles for pooled vehicles, indicating an integrated setup across fund sponsorship, portfolio management and product distribution.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 6JASON GEERS
Chief Compliance OfficerCRD 3236753
ASHLEY BENTON-COOPER
Chief Compliance OfficerCRD 4977623
BRADLEY ZUCKER
Chief Administrative OfficerCRD 4458446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 6060 Parkland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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