ANCORA ALTERNATIVES LLC

CRD 311902 · SEC 801-120302

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6060 PARKLAND BLVD., #200, CLEVELAND, OH, 44124, United States

Phone

216-825-4000

Fax

216-825-4011

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.13B

Discretionary AUM

$1.13B

Team

54 total employees; 31 advisory reps; 15 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees; REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS

Client types

Type	Clients	AUM
Pooled investment vehicles	9	$1.06B
Corporations/business entities	1	$72.6M

States served

DE, OH

All web addresses on file

https://www.linkedin.com/company/2064318/
HTTP://WWW.INVERNESSWEALTH.COM
https://twitter.com/focusfinancial
HTTP://WWW.ANCORA.NET/
https://www.linkedin.com/company/ancora-holdings
https://twitter.com/ancoraadvisors
https://focusfinancialpartners.com

Official SEC filing: View on IAPD