ANCHOR HEALTH CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$18.4M
Accounts
9
Employees
8
Advisory reps
1

Firm details

Headquarters
CHATTANOOGA, Tennessee
CRD number
309949
Registered since
October 1, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Anchor Health Capital, LLC operates as a real estate-focused investment adviser that manages pooled investment vehicles for institutional investors. The firm serves as sponsor, general partner and managing member on its funds, which indicates it underwrites, structures and actively manages real estate assets rather than acting purely as a passive allocator. Its advisory activity is concentrated on portfolio management for pooled vehicles with fee arrangements that combine a percentage-of-assets-under-management component and performance-based fees, reflecting an active, results-oriented compensation model. Anchor Health Capital is not an active ESG investor, is not registered as a multi-state adviser, and is classified as a real estate fund manager rather than a broad capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN WATSON

    Co-Founder and CEOCRD 7274365

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHATTANOOGA, TN

HAMILTON

Location

CHATTANOOGA, TN

Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
HAMILTON
Address
832 Georgia Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth