ANCOR CAPITAL PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$458M
Discretionary
$458M
100% of AUM
Avg account
$38.2M
Accounts
12
Employees
9
Advisory reps
3

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
210524
Registered since
July 30, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ancor Capital Partners is a limited partnership that organizes and manages private funds focused on private equity and private placement activity. The firm operates primarily as a sponsor and general partner of pooled investment vehicles, providing portfolio management for those vehicles rather than offering retail advisory services. Its client base is institutional, and the firm’s economics include performance-based fee arrangements that align compensation with fund outcomes. Ancor Capital Partners is not positioned as an ESG-active investor and does not present itself as a multi-state adviser or pension consultant. Investment activity centers on originating, structuring and managing private equity vehicles and direct private-placement opportunities. As sponsor and managing member, the firm typically takes an active governance role in the funds it manages, overseeing capital deployment, deal selection and ongoing portfolio oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MITCHELL GREEN

    Chief Financial OfficerCRD 1931658

Contacts

2 of 2
  • TIMOTHY MCKIBBEN

    Founding PartnerCRD 6480619

  • JOSEPH KEENE

    Founding PartnerCRD 6480612

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
2720 E State Highway 114
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth