About Anchor Capital Advisors
Anchor Capital Advisors is a company based in Boston (United States) founded in 1983 was acquired by Lincoln Peak Capital in April 2018. It operates as a Professional Services. The company has 46 employees as of December 31, 2023. Anchor Capital Advisors has completed 1 acquisition, including Rocket Air Supply. Anchor Capital Advisors offers products and services including Investment Strategies, Managed Accounts, and Private Client Services. Anchor Capital Advisors operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Boston, United States
- Employees 46 as on 31 Dec, 2023
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Anchor Capital Advisors, Llc
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
46
as on Dec 31, 2023
- Investments & Acquisitions
-
Acquired by
Lincoln Peak Capital
(Apr 17, 2018)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of Anchor Capital Advisors
Unlock access to complete
Unlock access to complete
Funding Insights of Anchor Capital Advisors
Detailed funding history for Anchor Capital Advisors
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
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.
|
Locked | Locked | Locked |
Investor details for Anchor Capital Advisors
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for Anchor Capital Advisors
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Aircraft parts and subcomponents are manufactured and supplied.
|
Locked | Locked | 1963 | Locked |
Complete acquisition details for Anchor Capital Advisors
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Anchor Capital Advisors
Detailed financials for Anchor Capital Advisors
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Anchor Capital Advisors Comparisons
Peer comparison for Anchor Capital Advisors
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Anchor Capital Advisors
Anchor Capital Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| Locked | Locked | Locked |
Business consulting services are provided to banks and lending institutions.
|
|
| Locked | Locked | Locked |
HR, insurance, and liability services are provided by Alera Group.
|
|
| Locked | Locked | Locked |
Bank offering diversified financial services
|
|
| Locked | Locked | Locked |
Provider of wealth management services
|
|
| Locked | Locked | Locked |
Provider of wealth management services
|
Detailed competitors of Anchor Capital Advisors
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Anchor Capital Advisors
Complete news archive for Anchor Capital Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of Anchor Capital Advisors.
As of Dec 31, 2023, the latest employee count at Anchor Capital Advisors is 46.
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.