Ancor Holdings, Lp
- Regulatory AUM
- $458M
- Discretionary
- $458M
- Clients
- 12
- Avg AUM / client
- $38.2M
- Accounts
- 12
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $458M | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $181M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ancor Pledge Fund Vii, Llc | Private Equity Fund | Delaware | $156M | 21 |
| Ancor Pledge Fund Xiv, Llc | Private Equity Fund | Delaware | $8.5M | 11 |
| Ancor Pledge Fund Xvi, Llc | Private Equity Fund | Delaware | $5.5M | 12 |
| Ancor Pledge Fund Xviii, Llc | Private Equity Fund | Delaware | $4.8M | 9 |
| Cip Equity Fund, Llc | Private Equity Fund | Delaware | $2.9M | 11 |
| Pma Industries 2022, Llc | Private Equity Fund | Delaware | $1.8M | 8 |
| Ancor Pledge Fund Lsc Roll, Llc | Private Equity Fund | Delaware | $1.2M | 4 |
| Ancor Pledge Fund Vi, Llc | Private Equity Fund | Delaware | $446K | 16 |
| Ancor Pledge Fund Ix, Llc | Private Equity Fund | Delaware | $99.4K | 13 |
| Ancor Pledge Fund Xi, Llc | Private Equity Fund | Delaware | $643 | 15 |
| Ancor Pledge Fund V, Llc | Private Equity Fund | Delaware | $587 | 14 |
| Ancor Pledge Fund Xii, Llc | Private Equity Fund | Delaware | $493 | 22 |
| Statinmed 2022, Llc | Private Equity Fund | Delaware | $404 | 12 |
| Ancor/Simr Holdings, Llc | Private Equity Fund | Delaware | $0 | 0 |
| Ancor Pledge Fund Xiii, Llc | Private Equity Fund | Delaware | $0 | 0 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Green, Mitchell, Adam | Cco/Cfo/Principal | Sep 2000 (26y) | Less than 5% | |
| Keene, Joseph, Randall | Limited Partner | Sep 2000 (26y) | ≈ 0% – 3.75% via Ancor Partners, Inc. | |
| Mckibben, Timothy, James | Limited Partner | Sep 2000 (26y) | ≈ 0% – 3.75% via Ancor Partners, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ancor Partners, Inc. | General Partner | Sep 2000 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Keene, Joseph, Randall: 50% – 75% of Ancor Partners, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Mckibben, Timothy, James: 50% – 75% of Ancor Partners, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $181M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ancor Pledge Fund Vii, Llc | Private Equity Fund | $156M | $25.0K | 21 |
| Ancor Pledge Fund Xiv, Llc | Private Equity Fund | $8.5M | $25.0K | 11 |
| Ancor Pledge Fund Xvi, Llc | Private Equity Fund | $5.5M | $25.0K | 12 |
| Ancor Pledge Fund Xviii, Llc | Private Equity Fund | $4.8M | $25.0K | 9 |
| Cip Equity Fund, Llc | Private Equity Fund | $2.9M | $25.0K | 11 |
| Pma Industries 2022, Llc | Private Equity Fund | $1.8M | $25.0K | 8 |
| Ancor Pledge Fund Lsc Roll, Llc | Private Equity Fund | $1.2M | $25.0K | 4 |
| Ancor Pledge Fund Vi, Llc | Private Equity Fund | $446K | $25.0K | 16 |
| Ancor Pledge Fund Ix, Llc | Private Equity Fund | $99.4K | $25.0K | 13 |
| Ancor Pledge Fund Xi, Llc | Private Equity Fund | $643 | $25.0K | 15 |
| Ancor Pledge Fund V, Llc | Private Equity Fund | $587 | $25.0K | 14 |
| Ancor Pledge Fund Xii, Llc | Private Equity Fund | $493 | $25.0K | 22 |
| Statinmed 2022, Llc | Private Equity Fund | $404 | $25.0K | 12 |
| Ancor/Simr Holdings, Llc | Private Equity Fund | $0 | $25.0K | 0 |
| Ancor Pledge Fund Xiii, Llc | Private Equity Fund | $0 | $25.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES AND MANAGEMENT SERVICE FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗