ANCHOR CAPITAL ADVISORS LLC
CRD #105540 SEC #801-18930 BOSTON, MA 617-338-3800
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
45
Clients
51
Accounts
3,840
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $0 | 45 | 20 |
| Oct 2024 | $2.6B | $2.6B | $0 | 46 | 20 |
| Mar 2024 | $2.6B | $2.6B | $0 | 46 | 20 |
| Mar 2023 | $2.7B | $2.7B | $0 | 48 | 20 |
| Mar 2022 | $3.4B | $3.4B | $0 | 47 | 20 |
| Mar 2021 | $3B | $3B | $0 | 47 | 20 |
| Jun 2020 | $3.3B | $3.3B | $0 | 47 | 20 |
| Mar 2020 | $3.3B | $3.3B | $0 | 47 | 20 |
| May 2019 | $3B | $3B | $0 | 48 | 15 |
| Mar 2019 | $3B | $3B | $0 | 48 | 15 |
| Dec 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| Jul 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| May 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| May 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| May 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| May 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| Mar 2018 | $3.4B | $3.4B | $0 | 48 | 14 |
| Mar 2017 | $8.8B | $3.4B | $5.3B | 49 | 600 |
| Oct 2016 | $8.1B | $5B | $3.1B | 49 | 600 |
| Jul 2016 | $8.1B | $5B | $3.1B | 49 | 600 |
| May 2016 | $8.1B | $5B | $3.1B | 49 | 600 |
| Mar 2016 | $8.1B | $5B | $3.1B | 49 | 600 |
| May 2015 | $8.8B | $6B | $2.7B | 51 | 600 |
| May 2015 | $8.8B | $6B | $2.7B | 51 | 600 |
| Apr 2015 | $8.8B | $6B | $2.7B | 51 | 600 |
| Mar 2015 | $8.8B | $6B | $2.7B | 51 | 600 |
| Mar 2014 | $8.5B | $6.1B | $2.4B | 36 | 700 |
| Jun 2013 | $7.2B | $5.6B | $1.6B | 43 | 700 |
| Mar 2013 | $7.2B | $5.6B | $1.6B | 43 | 700 |
| Jan 2013 | $5.3B | $5.3B | $0 | 43 | 900 |
| Jan 2013 | $5.3B | $5.3B | $0 | 43 | 900 |
| Dec 2012 | $5.3B | $5.3B | $0 | 43 | 900 |
| Nov 2012 | $5.3B | $5.3B | $0 | 43 | 900 |
| Jul 2012 | $5.3B | $5.3B | $0 | 11 | 900 |
| Jun 2012 | $5.3B | $5.3B | $0 | 11 | 900 |
| Mar 2012 | $5.3B | $5.3B | $0 | 11 | 900 |
| May 2011 | $6B | $6B | $0 | -- | -- |
| Apr 2011 | $6B | $6B | $0 | -- | -- |
| Mar 2011 | $6B | $6B | $0 | -- | -- |
| Oct 2010 | $5.8B | $5.8B | $0 | -- | -- |
| Mar 2010 | $5.8B | $5.8B | $0 | -- | -- |
| Apr 2009 | $5.1B | $5.1B | $0 | -- | -- |
| Sep 2008 | $7.1B | $7.1B | $0 | -- | -- |
| Jan 2008 | $6.1B | $6.1B | $0 | -- | -- |
| Oct 2007 | $6.1B | $6.1B | $0 | -- | -- |
| Jun 2007 | $6.1B | $6.1B | $0 | -- | -- |
| Mar 2007 | $6.1B | $6.1B | $0 | -- | -- |
| Sep 2005 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2004 | $3B | $3B | $0 | -- | -- |
| Apr 2002 | $1.3B | $1.3B | $0 | -- | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees45
Clients20
DateOct 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees46
Clients20
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees46
Clients20
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees48
Clients20
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees47
Clients20
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees47
Clients20
DateJun 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees47
Clients20
DateMar 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees47
Clients20
DateMay 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees48
Clients15
DateMar 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees48
Clients15
DateDec 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateJul 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMay 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMay 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMay 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMay 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMar 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees48
Clients14
DateMar 2017
Total AUM$8.8B
Discretionary$3.4B
Non-Disc.$5.3B
Employees49
Clients600
DateOct 2016
Total AUM$8.1B
Discretionary$5B
Non-Disc.$3.1B
Employees49
Clients600
DateJul 2016
Total AUM$8.1B
Discretionary$5B
Non-Disc.$3.1B
Employees49
Clients600
DateMay 2016
Total AUM$8.1B
Discretionary$5B
Non-Disc.$3.1B
Employees49
Clients600
DateMar 2016
Total AUM$8.1B
Discretionary$5B
Non-Disc.$3.1B
Employees49
Clients600
DateMay 2015
Total AUM$8.8B
Discretionary$6B
Non-Disc.$2.7B
Employees51
Clients600
DateMay 2015
Total AUM$8.8B
Discretionary$6B
Non-Disc.$2.7B
Employees51
Clients600
DateApr 2015
Total AUM$8.8B
Discretionary$6B
Non-Disc.$2.7B
Employees51
Clients600
DateMar 2015
Total AUM$8.8B
Discretionary$6B
Non-Disc.$2.7B
Employees51
Clients600
DateMar 2014
Total AUM$8.5B
Discretionary$6.1B
Non-Disc.$2.4B
Employees36
Clients700
DateJun 2013
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.6B
Employees43
Clients700
DateMar 2013
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.6B
Employees43
Clients700
DateJan 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees43
Clients900
DateJan 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees43
Clients900
DateDec 2012
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees43
Clients900
DateNov 2012
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees43
Clients900
DateJul 2012
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees11
Clients900
DateJun 2012
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees11
Clients900
DateMay 2011
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees--
Clients--
DateJun 2007
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--