About Anchor Capital Advisors
Anchor Capital Advisors is a Financial Services company based in Boston (United States) founded in 1983, and was acquired by Lincoln Peak Capital in April 2018. Anchor Capital Advisors is engaged in providing investment advisory services. It operates on a Professional Services model. The company has 46 employees. Anchor Capital Advisors has completed 1 acquisition, including Rocket Air Supply. Its chief executive, as recorded, is William Rice. Anchor Capital Advisors offers products and services including Investment Strategies, Managed Accounts, and Private Client Services. Its focus areas include Financials, Asset Management and Investment Advisory. Its legal entity is Anchor Capital Advisors, LLC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Anchor Capital Advisors is focused on delivering investment advisory services to institutions, managed accounts for financial intermediaries, and private clients including individuals and families. The company operates in the financial sector, emphasizing active, prudent, and disciplined investment processes. Solutions are tailored to meet the needs of retirement plans, non-profits, financial advisors, and personal foundations. Insights and market perspectives are regularly published through their platform, The Value Observer.
- Headquarters Boston, United States
- Employees 46
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website anchorcapital.com
- Social LinkedIn
- Acquired by Lincoln Peak Capital (Apr 2018)
- Legal Name Anchor Capital Advisors, Llc
- Investors
- Employee Count46
- Investments & Acquisitions
- Acquired byLincoln Peak Capital
(Apr 2018)
Products & Services of Anchor Capital Advisors
Anchor Capital Advisors offers a comprehensive portfolio of products and services, including Investment Strategies, Managed Accounts, and Private Client Services.
Investment strategies are offered for various client types.
Managed accounts are provided for financial intermediaries.
Services are tailored for individuals and families.
Investors in Anchor Capital Advisors
Anchor Capital Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lincoln Peak Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Lincoln Peak Capital is engaged in providing equity partnerships for asset management firms. | lincolnpeakcapital.com | Boston, United States |
Investor details for Anchor Capital Advisors
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People of Anchor Capital Advisors
22 people are tracked at Anchor Capital Advisors (15 in leadership, 1 in board & advisors, 6 in team); the tracked headcount is 46.
| Name | Role | Group |
|---|---|---|
William Rice | CEO | Leadership |
Jennifer K. Desisto | Chief Investment Officer | Leadership |
William P. Rice, Jr. | CEO | Leadership |
Diane M. Debono Schafer | Chief Operating Officer and Chief Compliance Officer | Leadership |
Kyle F. Gorman | Chief Financial Officer | Leadership |
George N. Whitmore | Head of Business Development & Client Relations | Leadership |
Alison Goodrich | Vice President - Private Client Advisor | Leadership |
Dave Watson | Senior Vice President, Portfolio Manager & Analyst, Partner | Leadership |
Robyn Peterson | Head Trader | Leadership |
Kristen McGovern | Vice President, Manager Of Trading & Operations | Leadership |
Michael Serchen Cfp, Cimc | Senior Vice President, Director Managed Accounts | Leadership |
Dan Doucette | Vice President | Leadership |
Robert Zielinski | First Vice President | Leadership |
Heidi Taber | First Vice President,trade Desk Manager | Leadership |
Andrew st. Martin | Portfolio Manager, First Vice President | Leadership |
William P. Rice | Executive Chairman | Board & advisors |
Alicia Doherty | Wealth Management Associate | Team |
Tina T. | Operations Associate | Team |
Charles A. Austin III | Sr. V.p. | Team |
Leighton Culici | Portfolio Analyst | Team |
2 more people are available in the full profile.
Complete people profiles for Anchor Capital Advisors
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Investments & Acquisitions by Anchor Capital Advisors
Anchor Capital Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Rocket Air Supply.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Aircraft parts and subcomponents are manufactured and supplied. | rocketairsupply.com | Arlington, United States | 1963 | Oct 2019 | •••• |
Complete acquisition details for Anchor Capital Advisors
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Timeline of Anchor Capital Advisors
3 dated milestones of Anchor Capital Advisors across 36 years, from founding to its latest funding, stage changes and deals.
- Founded Anchor Capital Advisors is founded.
- Exit Acquired by Lincoln Peak Capital.
- Acquisition Acquires Rocket Air Supply.
Competitors of Anchor Capital Advisors
Anchor Capital Advisors has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Anchor Capital Advisors
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Web traffic of Anchor Capital Advisors
The website of Anchor Capital Advisors (anchorcapital.com) receives about 3.5K visits a month.
- Monthly visits3.5K
▼ 3.4% vs previous month
Websites whose visitors overlap most with Anchor Capital Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bosinvest.com | 100% | View details | |||
taquote.com | taquote.com | 97% | #5,759,037 | – | |
| kerrisdalecap.com | 90% | 14.3K | #1,673,714 | View details | |
purelogix.net | purelogix.net | 90% | – | ||
| anchorbaycapital.com | 89% | 2.1K | #3,861,471 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Anchor Capital Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Anchor Capital Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Anchor Capital Advisors
Complete news archive for Anchor Capital Advisors
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Frequently Asked Questions about Anchor Capital Advisors
Anchor Capital Advisors was founded in 1983.
Anchor Capital Advisors is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
William Rice is the CEO of Anchor Capital Advisors, as recorded in our data.
Anchor Capital Advisors has 46 employees.
Anchor Capital Advisors is focused on delivering investment advisory services to institutions, managed accounts for financial intermediaries, and private clients including individuals and families. The company operates in the financial sector, emphasizing active, prudent, and disciplined investment processes. Solutions are tailored to meet the needs of retirement plans, non-profits, financial advisors, and personal foundations. Insights and market perspectives are regularly published through their platform, The Value Observer.
Anchor Capital Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Anchor Capital Advisors offers Investment Strategies, Managed Accounts, and Private Client Services.
Anchor Capital Advisors has made 1 acquisition, including Rocket Air Supply.
Anchor Capital Advisors has 1 investor. Key investors include Lincoln Peak Capital.
Anchor Capital Advisors operates through Anchor Capital Advisors, Llc.
Yes. Anchor Capital Advisors was acquired by Lincoln Peak Capital in April 2018.