Overview
Ancor Holdings, LP dba Ancor Capital Partners (“Ancor”) is an investment advisory firm with its
principal place of business in Southlake, Texas. Ancor is a limited partnership formed in 2000 and
is organized under the laws of Delaware. Ancor is beneficially owned by Joseph Randall Keene and
Timothy McKibben directly as limited partners and through Ancor Partners, Inc, its general partner.
In providing services to the private investment funds sponsored by Ancor and its affiliates (the
“Funds”), Ancor formulates each Fund’s investment objectives, directs and manages the investment
of each Fund’s assets. Investment advice is provided directly to the Funds and not individually to
the limited partners of the Funds (the “Investors” or “Limited Partners”). As such, Ancor’s only
advisory clients are the Funds. Ancor manages the assets of the Funds in accordance with the terms
of each Fund’s applicable confidential offering and/or private placement memorandum, individual
limited partnership agreement, individual limited liability company agreement or other governing
documents applicable to each Fund (the “Governing Documents”).
For information about the investment strategy of Ancor, see the discussion under “Methods of
Analysis, Investment Strategies and Risks of Loss”. Further, details regarding the investment
objectives for the Funds can be found in the applicable Governing Documents for each Fund.
In certain circumstances, third parties may be offered the opportunity to co-invest alongside the
Funds. These third parties (or “Co-Investors”) may include Investors and other entities affiliated
with Ancor; employees or related persons of Ancor; service providers, Ancor or its affiliates;
portfolio company management and others. Ancor applies its discretion when allocating such
opportunities among potential Co-Investors, taking into account facts and circumstances which may
include the nature of the transaction, speed of execution required, tax considerations, familiarity
with and history of investing in the relevant industry, ability to provide strategic insights and other
factors believed relevant by Ancor.
As of December 31, 2023, Ancor had approximately $181,067,784 in assets under management, all
on a discretionary basis