Ancora Holdings
Overview
Ancora Holdings Group, founded in 2003, is a wealth management and advisory firm that offers integrated investment advisory, wealth management, retirement plan services, and insurance solutions to individuals and institutions across the United States . Ancora specializes in customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & “Not-for Profit” organizations, and unions . Ancora is also known for activist investing .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| LAND Energy | Sep 2023 | Series A | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Ancora Holdings based?
Ancora Holdings is headquartered in Cleveland, Ohio, United States.
When was Ancora Holdings founded?
Ancora Holdings was founded in 2003.
How many portfolio companies does Ancora Holdings have?
Ancora Holdings has 1 portfolio company in Caplight's dataset.
What are some companies in Ancora Holdings's portfolio?
Portfolio companies visible on Caplight include LAND Energy.
What was Ancora Holdings's most recent investment shown here?
Ancora Holdings's most recent investment in this portfolio sample was in LAND Energy in 2023.
What sectors does Ancora Holdings focus on?
Ancora Holdings focuses on Mobility, Transportation & Logistics, Energy & Sustainability.
What company stages does Ancora Holdings focus on?
Ancora Holdings typically invests at the Early stage.
What is Ancora Holdings's AUM?
Ancora Holdings's assets under management are estimated between $1.0B and $10.0B.