ANCHORCOVE PARTNERS
  • ANCHORCOVE PARTNERS
  • ANCHORCOVE PARTNERS LLC

Adviser Profile

As of Date 05/03/2024
Registration status Terminated
Contact Info (51 xxxxxxx
Websites
AUM* 44,639,978
of that, discretionary 44,639,978 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 756,610
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

45M 38M 32M 26M 19M 13M 6M
2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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