ANCHORPATH FINANCIAL, LLC
CRD #155600 SEC #801-79380 NEW YORK, NY 212-969-1000
SEC Registered Private Funds
Total AUM
$28.8M
Discretionary
$28.8M
Employees
3
Clients
--
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $28.8M | $28.8M | $0 | 3 | 0 |
| May 2020 | $28.8M | $28.8M | $0 | 3 | 0 |
| Apr 2020 | $119.1M | $119.1M | $0 | 3 | 0 |
| Mar 2020 | $119.1M | $119.1M | $0 | 3 | 0 |
| Mar 2019 | $86M | $86M | $0 | 3 | 0 |
| Mar 2018 | $91.6M | $91.6M | $0 | 3 | 0 |
| Mar 2017 | $67M | $67M | $0 | 3 | 11 |
| Mar 2016 | $42.7M | $42.7M | $0 | 2 | 1 |
| Mar 2015 | $21.9M | $21.9M | $0 | 2 | 1 |
| Aug 2014 | $18.9M | $18.9M | $0 | 2 | 1 |
| Jul 2014 | $18.9M | $18.9M | $0 | 2 | 1 |
| Mar 2014 | $2M | $2M | $0 | 2 | 1 |
| Mar 2014 | $2M | $2M | $0 | 2 | 1 |
| Mar 2014 | $1.5M | $1.5M | $0 | 2 | 1 |
DateJul 2020
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees3
Clients11
DateMar 2016
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$21.9M
Discretionary$21.9M
Non-Disc.$0
Employees2
Clients1
DateAug 2014
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees2
Clients1
DateJul 2014
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees2
Clients1