ANCORA ALTERNATIVES LLC
C31
CRD 311902·SEC 801-120302·CLEVELAND, OH
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $669.9M
'23 · $1.20B
'25 · $1.05B
'26 · $1.13B
'22'26
$669.9M → $1.13B▲ +69%
Operations
Advisory staff (5-yr trend)
'22 · 34 advisors
'23 · 36 advisors
'25 · 31 advisors
'26 · 31 advisors
'22'26
34 advisors → 31 advisors▼ -9%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-03-132026-03-13 · 0000902664-26-001581
2025-03-142025-03-14 · 0000902664-25-001452
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6060 PARKLAND BOULEVARDSUITE 200CLEVELAND, OH 44124
Business
6060 PARKLAND BOULEVARDSUITE 200CLEVELAND, OH 44124
Edgar Recent Filings
D/A2026-03-13 · 0000902664-26-001581
D/A2025-03-14 · 0000902664-25-001452