ANCORA ALTERNATIVES LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$113M
Accounts
10
Employees
54
Advisory reps
6

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

FINTRX

Overview

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

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: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 6
  • JASON GEERS

    Chief Compliance OfficerCRD 3236753

  • ASHLEY BENTON-COOPER

    Chief Compliance OfficerCRD 4977623

  • BRADLEY ZUCKER

    Chief Administrative OfficerCRD 4458446

Unlock 3 more executives

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth