Ancorato
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 322695
- Registered since
- October 21, 2022
- Website
- legacy-is.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers97.69%
- Investment Companies2.31%
- Services
- Portfolio Management for Investment CompaniesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ancorato is an LLC-structured, SEC-registered investment adviser that describes itself as an institutional RIA and a capital allocator serving institutional clients. The firm was registered with the SEC in 2022 and uses a fee model that includes percentage-of-AUM charges alongside other fee arrangements. Ancorato lists advisory services that go beyond discretionary portfolio management — it also conducts manager selection, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm does not identify as an active ESG investor and its client base is institutional rather than retail.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Other40%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1Jefferson West
Chief Compliance OfficerCRD 7853498
Contacts
3 of 8
Patrick LeBlanc
VP, Capital MarketsCRD 6332475
Dustin Lloyd
Portfolio AnalystCRD 7197654
Caleb Howard
Investment Advisor RepresentativeCRD 7093561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 341Active vs passive
$130M in ETFs
37%
$48.4M
57%
$81.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES BITCOIN ETF (BITO) | ProShares | Active | Digital Assets | $11M | 510,712 | 8.44% |
Location
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 13965 W Chinden Blvd
- Time zone
- MT (UTC-7)
- Office locations
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