Ancorato

Overview

Ancorato is structured as an LLC and operates as an institutional registered investment adviser (SEC-registered in 2022) that positions itself as a capital allocator for institutional clients. Its fee arrangements include a percentage-of-AUM component alongside other fee types. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser in the source data. Service lines extend beyond portfolio management to include custody and selection of external managers, publishing investment-oriented periodicals, and running educational seminars or workshops. Industry relationships listed for the firm include other investment advisers, accounting and insurance firms, and roles as sponsor or managing member of pooled investment vehicles, which aligns with its capital-allocation activity and use of third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices