Data / Investment advisers / California / Ankona Management, LLC
Ankona Management, LLC, Newport Beach, CA: exempt reporting adviser with 5 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ankona Management, LLC is an exempt reporting adviser with its main office in Newport Beach, California and reports 5 private funds in its Form ADV filed March 27, 2026.
The request: Watch Ankona Management, LLC (CRD number 305665): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 305665
- SEC file number
- 802-120998
- SEC status
- ERA, Active, effective March 29, 2021
- Main office
- 800 Newport Center Drive, Newport Beach, CA 92660
- Phone
- (949) 799-0002
- Website
- ankona.com
- Form of organization
- Limited Liability Company
- Private funds
- 5: 5 venture capital funds
- Gross assets of private funds
- $298,567,164
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pariax Private Wealth Management | Newport Beach | $115.4 million | Not listed | adviserinfo.sec.gov |
| Lockerman Financial Group, Inc | Newport Beach | $110.1 million | Not listed | adviserinfo.sec.gov |
| Werlemann Wealth Management | Newport Beach | $110 million | Not listed | adviserinfo.sec.gov |
| Wealth Strategies Group | Newport Beach | $102.9 million | Not listed | adviserinfo.sec.gov |
| Sway Ventures Management LLC | Newport Beach | Not listed | 24 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers that manage private funds
- Ankona Management, 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.