ANCHOR CAPITAL MANAGEMENT GROUP, INC.
Legal name: ANCHOR CAPITAL
CRD #123543 SEC #801-61643 ALISO VIEJO, CA (800)-290-8633
SEC Registered
Total AUM
$309.6M
Discretionary
$309.6M
Employees
3
Clients
0
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $309.6M | $309.6M | $0 | 3 | 0 |
| Mar 2024 | $389.7M | $389.7M | $0 | 4 | 0 |
| Mar 2023 | $656.5M | $656.5M | $0 | 5 | 0 |
| Mar 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| Mar 2021 | $431.6M | $431.6M | $0 | 3 | 0 |
| Jun 2020 | $386.7M | $386.7M | $0 | 3 | 0 |
| Mar 2020 | $386.7M | $386.7M | $0 | 3 | 0 |
| Mar 2019 | $415.3M | $415.3M | $0 | 4 | 0 |
| Mar 2018 | $758M | $758M | $0 | 4 | 0 |
| Mar 2017 | $829.8M | $829.8M | $0 | 4 | 11 |
| Feb 2017 | $495M | $495M | $0 | 4 | 11 |
| Mar 2016 | $495M | $495M | $0 | 4 | 11 |
| Nov 2015 | $119.3M | $110.8M | $8.5M | 4 | 1,300 |
| Apr 2015 | $119.3M | $110.8M | $8.5M | 4 | 1,300 |
| Jan 2015 | $45.8M | $23.1M | $22.7M | 4 | 26 |
| Mar 2014 | $45.8M | $23.1M | $22.7M | 4 | 26 |
| Jan 2014 | $149.6M | $51M | $98.5M | 4 | 26 |
| Apr 2013 | $149.6M | $51M | $98.5M | 4 | 26 |
| Jun 2012 | $237.4M | $72.4M | $165M | 1 | 200 |
| May 2012 | $237.4M | $72.4M | $165M | 1 | 200 |
| Mar 2012 | $237.4M | $72.4M | $165M | 1 | 200 |
| Jul 2011 | $304.9M | $109.9M | $195M | 5 | -- |
| Dec 2010 | $304.9M | $109.9M | $195M | 5 | -- |
| Jul 2009 | $356.2M | $91.2M | $265M | 10 | -- |
| Mar 2009 | $264.8M | $49.8M | $215M | 10 | -- |
| Nov 2007 | $260.9M | $30.2M | $230.8M | 10 | -- |
| Aug 2007 | $280.6M | $19.6M | $261M | 10 | -- |
| Aug 2007 | $280.6M | $19.6M | $261M | 10 | -- |
| Aug 2007 | $280.6M | $19.6M | $261M | 10 | -- |
| Mar 2007 | $255.6M | $19.6M | $236M | 10 | -- |
| Dec 2006 | $25M | $23.2M | $1.8M | 10 | -- |
| Nov 2005 | $27.2M | $26M | $1.2M | 10 | -- |
| Nov 2005 | $27.2M | $26M | $1.2M | 10 | -- |
| Nov 2003 | $25M | $24.5M | $500K | 5 | -- |
DateMar 2025
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$656.5M
Discretionary$656.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$431.6M
Discretionary$431.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$415.3M
Discretionary$415.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$758M
Discretionary$758M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$829.8M
Discretionary$829.8M
Non-Disc.$0
Employees4
Clients11
DateFeb 2017
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees4
Clients11
DateMar 2016
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees4
Clients11
DateNov 2015
Total AUM$119.3M
Discretionary$110.8M
Non-Disc.$8.5M
Employees4
Clients1,300
DateApr 2015
Total AUM$119.3M
Discretionary$110.8M
Non-Disc.$8.5M
Employees4
Clients1,300
DateJan 2015
Total AUM$45.8M
Discretionary$23.1M
Non-Disc.$22.7M
Employees4
Clients26
DateMar 2014
Total AUM$45.8M
Discretionary$23.1M
Non-Disc.$22.7M
Employees4
Clients26
DateJan 2014
Total AUM$149.6M
Discretionary$51M
Non-Disc.$98.5M
Employees4
Clients26
DateApr 2013
Total AUM$149.6M
Discretionary$51M
Non-Disc.$98.5M
Employees4
Clients26
DateJun 2012
Total AUM$237.4M
Discretionary$72.4M
Non-Disc.$165M
Employees1
Clients200
DateMay 2012
Total AUM$237.4M
Discretionary$72.4M
Non-Disc.$165M
Employees1
Clients200
DateMar 2012
Total AUM$237.4M
Discretionary$72.4M
Non-Disc.$165M
Employees1
Clients200
DateJul 2011
Total AUM$304.9M
Discretionary$109.9M
Non-Disc.$195M
Employees5
Clients--
DateDec 2010
Total AUM$304.9M
Discretionary$109.9M
Non-Disc.$195M
Employees5
Clients--
DateJul 2009
Total AUM$356.2M
Discretionary$91.2M
Non-Disc.$265M
Employees10
Clients--
DateMar 2009
Total AUM$264.8M
Discretionary$49.8M
Non-Disc.$215M
Employees10
Clients--
DateNov 2007
Total AUM$260.9M
Discretionary$30.2M
Non-Disc.$230.8M
Employees10
Clients--
DateAug 2007
Total AUM$280.6M
Discretionary$19.6M
Non-Disc.$261M
Employees10
Clients--
DateAug 2007
Total AUM$280.6M
Discretionary$19.6M
Non-Disc.$261M
Employees10
Clients--
DateAug 2007
Total AUM$280.6M
Discretionary$19.6M
Non-Disc.$261M
Employees10
Clients--
DateMar 2007
Total AUM$255.6M
Discretionary$19.6M
Non-Disc.$236M
Employees10
Clients--
DateDec 2006
Total AUM$25M
Discretionary$23.2M
Non-Disc.$1.8M
Employees10
Clients--
DateNov 2005
Total AUM$27.2M
Discretionary$26M
Non-Disc.$1.2M
Employees10
Clients--
DateNov 2005
Total AUM$27.2M
Discretionary$26M
Non-Disc.$1.2M
Employees10
Clients--
DateNov 2003
Total AUM$25M
Discretionary$24.5M
Non-Disc.$500K
Employees5
Clients--