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Home›
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Ancora
AddedFeb 17, 2024
UpdatedJun 28, 2026
Ancora

Ancora

Operating

Customized investment management for corporations, endowments, and individuals. Offering value equities, mutual funds, and ETFs.

Location
Cleveland, OH, US
Founded
2001
Firm
Compare
Portfolio
Employees
Website

Ancora is a comprehensive investment management firm offering tailored solutions for corporations, endowments, foundations, and individuals. The firm provides a range of investment options, including value equities, mutual funds, and exchange-traded funds, with a focus on customized portfolio management. Ancora's services span family wealth planning, asset management, retirement plans, and insurance solutions.

The firm is known for its entrepreneurial spirit and experienced portfolio managers who deliver distinctive investment strategies. Ancora's approach emphasizes robust wealth and risk management to help clients achieve their financial goals. Notable portfolio companies include Digital Global Systems and Norfolk Southern, demonstrating the firm's diverse investment interests across various sectors and stages of company growth.

Ancora - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments3
Current Portfolio Count3
Total Portfolio Exits0

Top Investment Stages

Post Ipo Equity1 (33.3%)
Series A1 (33.3%)
Series B1 (33.3%)

Stage Mix

Post Ipo Equity 33%Series A 33%Series B 33%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Norfolk Southern logo

Norfolk Southern

Land Energy logo

Land Energy

Digital Global Systems logo

Digital Global Systems

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Ancora - Classification

Also Known As
  • Ancora Holdings Group Llc.
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
ISIC
  • 6619Other activities auxiliary to financial service activities
Show 8 more industry codes
NAICS
  • 525100Insurance and Employee Benefit Funds
  • 525110Pension Funds
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice