ANCORATO
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 322695
- Registered since
- October 21, 2022
- Website
- legacy-is.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers97.69%
- Investment Companies2.31%
- Services
- Portfolio Management for Investment CompaniesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ancorato is an LLC that provides advisory services to institutional clients and functions as a capital allocator. The firm is SEC-registered (since 2022) and charges fees based on a percentage of assets under management plus other fee arrangements. Its advisory activities extend beyond portfolio management to include selecting third‑party advisers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm does not identify as an active ESG investor. Industry affiliations listed include other investment advisers, accounting firms, insurance companies, and roles as sponsor, general partner or managing member of pooled investment vehicles.
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 Equities52%
- Other40%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1JEFFERSON WEST
Chief Compliance OfficerCRD 7853498
Contacts
3 of 8Patrick LeBlanc
VP, Capital MarketsCRD 6332475
Dustin Lloyd
Portfolio AnalystCRD 7197654
Caleb Howard
Investment Advisor RepresentativeCRD 7093561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 340Active vs passive
$130M in ETFs
37%
$48.4M
57%
$81.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES BITCOIN ETF (BITO) | ProShares | Active | Digital Assets | $11M | 510,712 | 8.44% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 13965 W Chinden Blvd
- Time zone
- MT (UTC-7)
- Office locations
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