Ancora Alternatives Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 311902
· SEC file 801-120302
· Cleveland, OH
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 10
- Avg AUM / client
- $113M
- Accounts
- 10
- Employees
- 54
AUM over time
$670M
$1.3B
Dec 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.1B | 93.6% |
| Corporations and other businesses | 1 | $72.6M | 6.42% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ancora Merlin Institutional, Lp master | Hedge Fund | Delaware | $348M | 170 |
| Ancora Cataylst Institutional, Lp master | Hedge Fund | Delaware | $258M | 222 |
| Ancora Impact Fund Lp Series Z | Hedge Fund | Delaware | $67.1M | 1 |
| Ancora Impact Fund Lp Series V | Hedge Fund | Delaware | $64.7M | 289 |
| Ancora Impact Fund Lp Series U | Hedge Fund | Delaware | $63.7M | 95 |
| Ancora Impact Fund Lp Series X | Hedge Fund | Delaware | $55.0M | 251 |
| Ancora Impact Fund Lp Series W | Hedge Fund | Delaware | $54.7M | 97 |
| Ancora Bellator Fund, Lp | Hedge Fund | Delaware | $47.8M | 113 |
| Ancora Commodity Institutional Lp | Hedge Fund | Delaware | $44.6M | 80 |
| Ancora Impact Fund Lp Series S | Hedge Fund | Delaware | $30.2M | 151 |
| Ancora Merlin Lp | Hedge Fund | Delaware | $28.3M | 74 |
| Ancora Impact Fund Spc Ltd. Segregated Portfolio H | Hedge Fund | Delaware | $26.3M | 29 |
| Ancora Cataylst, Lp | Hedge Fund | Delaware | $22.3M | 80 |
| Ancora Impact Fund Lp Series N | Hedge Fund | Delaware | $20.6M | 278 |
| Ancora Impact Fund Lp Series Y | Hedge Fund | Delaware | $16.9M | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zucker, Bradley, Alan | Chief Administrative Officer | Jan 2003 (24y) | Less than 5% | |
| Frederick David Disanto | Chief Executive Officer, Chairman | Nov 2006 (20y) | Less than 5% | |
| Geers, Jason, P | Chief Compliance Officer | Jun 2016 (10y) | Less than 5% | |
| Turkisher, Lauren, Keating | Chief Operations Officer | Dec 2020 (6y) | Less than 5% | |
| Ashley Benton Cooper | Compliance Officer | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ancora Holdings Group, Llc | Member | Oct 2021 | A | 75% or more |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 31.64% – 100% via Focus Financial Partners, Llc |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 42.19% – 100% via Focus Operating, Llc |
| Focus Operating, Llc | Member (Manager) | Oct 2021 | B | ≈ 56.25% – 100% via Ancora Holdings Group, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 23.73% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 23.73% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 13.35% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 11.87% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton, Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 5.93% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 2.97% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Focus Operating, Llc: 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Clayton, Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 5.93% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Ancora Holdings Group, Llc × 75% – 100% direct ≈ 2.97% – 37.5% 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 (22, $1.2B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.81 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗