ANCHOR/RUSSELL CAPITAL ADVISORS LLC
CRD #105331 SEC #801-34634 BOSTON, MA [617] 338-2722
SEC Registered
Total AUM
$282.2M
Discretionary
$282.2M
Employees
6
Clients
--
Accounts
369
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 5, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, STEPHEN, CARTER | I | DIRECTOR | NA | Control |
| BROWN, STEPHEN, CARTER | I | DIRECTOR | NA | Control |
| BROWN, STEPHEN, CARTER | I | DIRECTOR | NA | Control |
| DEBONO SCHAFER, DIANE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEUTSCH, CLAYTON, GEORGE | I | DIRECTOR | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | DIRECTOR | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | DIRECTOR | NA | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KAYE, DAVID, J | I | DIRECTOR | NA | Control |
| KAYE, DAVID, J | I | DIRECTOR | NA | Control |
| KAYE, DAVID, J | I | DIRECTOR | NA | Control |
| KEARNEY, KATHRYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEARNEY, KATHRYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEARNEY, KATHRYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEARNEY, KATHRYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEARNEY, KATHRYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, ANTON, HENRY | I | DIRECTOR | NA | Control |
| RICE, ANTON, HENRY | I | DIRECTOR | NA | Control |
| RICE, ANTON, HENRY | I | DIRECTOR | NA | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| ANCHOR CAPITAL HOLDINGS LLC | DE | MEMBER, MANAGER | E | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, DIRECTOR, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | D | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, DIRECTOR, TREASURER, CLERK | D | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, DIRECTOR, TREASURER, CLERK | D | Control |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | B | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | B | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | B | |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | B | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | B | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | B | Control |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | A | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | A | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | A | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | A | |
| ADAMS, GARY, EDWARD | I | SENIOR VICE PRESIDENT | A | |
| BROWN, STEPHEN, CARTER | I | DIRECTOR | A | Control |
| BROWN, STEPHEN, CARTER | I | DIRECTOR | A | Control |
| BROWN, STEPHEN, CARTER | I | DIRECTOR | A | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | A | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | A | Control |
| DUPUY, JOHN, DREW | I | EXECUTIVE VICE PRESIDENT | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK, CHIEF COMPLIANCE OFFICER | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICE, WILLIAM, PHIPPS | I | PRESIDENT, TREASURER, CLERK | A | Control |
| RICKABAUGH, MARK, VAYDA | I | SHAREHOLDER | A | |
| RICKABAUGH, MARK, VAYDA | I | SHAREHOLDER | A | |
| RICKABAUGH, MARK, VAYDA | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | ANCHOR CAPITAL HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Oct 5, 2012 REGISTERED
Notice Filings (8)
CT FL IL MA ME NH PA RI
Address
ONE POST OFFICE SQUAREBOSTON, MA 02109-2103
United States
Phone: [617] 338-2722