Data / Investment advisers / Massachusetts / Anchor Capital Advisors LLC
Anchor Capital Advisors LLC, Boston, MA: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Anchor Capital Advisors LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $2.4 billion in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Anchor Capital Advisors LLC (CRD number 105540): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105540
- SEC file number
- 801-18930
- SEC status
- Approved, effective May 12, 1983
- Main office
- Two International Place Suite 2110, Boston, MA 02110
- Phone
- (617) 338-3800
- Website
- anchorcapital.com
- Regulatory AUM
- $2,373,821,053 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $2,373,821,053
- Accounts
- 2,632
- Employees
- 42, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 299 | $1.02 billion |
| Charitable organizations | 14 | $199.6 million |
| Pension and profit sharing plans | 15 | $175.8 million |
| State or municipal government entities | 7 | $143.6 million |
| Individuals (other than high net worth individuals) | 175 | $122.1 million |
| Corporations or other businesses | 9 | $18.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.37 billion | March 16, 2026 |
| December 1, 2025 | $2.43 billion | March 19, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
| Yellow Wood Partners | Boston | $2.38 billion | 10 | adviserinfo.sec.gov |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Pacific Lake Partners, L.L.C. | Boston | $2.18 billion | 12 | adviserinfo.sec.gov |
| Westview Capital Management LLC | Boston | $2.12 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Anchor Capital Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.