Anchor Health Capital, Llc
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 9
- Avg AUM / client
- $18.4M
- Accounts
- 9
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $166M | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $175M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Chestnut Real Estate Fund Iii, Lp | Real Estate Fund | Delaware | $56.1M | 71 |
| Chestnut Anchor Healthcare Fund Ii, Lp | Real Estate Fund | Delaware | $53.8M | 83 |
| Chestnut Healthcare Fund I, Lp | Real Estate Fund | Delaware | $21.7M | 97 |
| Chestnut Horseshoe Drive, Llc | Real Estate Fund | Delaware | $11.5M | 2 |
| Chestnut Real Estate Fund Ii, Lp | Real Estate Fund | Delaware | $9.7M | 99 |
| Chestnut Opportunity Zone Fund, Lp | Real Estate Fund | Delaware | $8.1M | 33 |
| Chestnut Parkridge Iv, Lp | Real Estate Fund | Delaware | $4.0M | 14 |
| Chestnut Xenia Qof, Lp | Real Estate Fund | Delaware | $1.9M | 13 |
| Chestnut Real Estate Fund I, Lp | Real Estate Fund | Delaware | $1.9M | 72 |
| Chestnut Market Street Ii, Llc | Real Estate Fund | Tennessee | $1.8M | 6 |
| Chestnut Gateway Ii Qof, Lp | Real Estate Fund | Delaware | $1.4M | 6 |
| Chestnut Mark Center, Lp | Real Estate Fund | Delaware | $1.4M | 17 |
| Chestnut Chula Vista, Lp | Real Estate Fund | Delaware | $815K | 11 |
| Chestnut Spring Garden Qof, Lp | Real Estate Fund | Delaware | $546K | 5 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Watson, John, Steen | Managing Member, President And Chief Executive Officer | Sep 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (14, $175M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Chestnut Real Estate Fund Iii, Lp | Real Estate Fund | $56.1M | $250K | 71 |
| Chestnut Anchor Healthcare Fund Ii, Lp | Real Estate Fund | $53.8M | $250K | 83 |
| Chestnut Healthcare Fund I, Lp | Real Estate Fund | $21.7M | $250K | 97 |
| Chestnut Horseshoe Drive, Llc | Real Estate Fund | $11.5M | $0 | 2 |
| Chestnut Real Estate Fund Ii, Lp | Real Estate Fund | $9.7M | $200K | 99 |
| Chestnut Opportunity Zone Fund, Lp | Real Estate Fund | $8.1M | $100K | 33 |
| Chestnut Parkridge Iv, Lp | Real Estate Fund | $4.0M | $100K | 14 |
| Chestnut Xenia Qof, Lp | Real Estate Fund | $1.9M | $50.0K | 13 |
| Chestnut Real Estate Fund I, Lp | Real Estate Fund | $1.9M | $100K | 72 |
| Chestnut Market Street Ii, Llc | Real Estate Fund | $1.8M | $0 | 6 |
| Chestnut Gateway Ii Qof, Lp | Real Estate Fund | $1.4M | $0 | 6 |
| Chestnut Mark Center, Lp | Real Estate Fund | $1.4M | $50.0K | 17 |
| Chestnut Chula Vista, Lp | Real Estate Fund | $815K | $50.0K | 11 |
| Chestnut Spring Garden Qof, Lp | Real Estate Fund | $546K | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.99 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗