ANCORA WEST ADVISORS, LLC
Legal name: UNIVERSAL VALUE ADVISORS
CRD #285644 SEC #801-108879 RENO, NV 775-284-7778
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
3
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | D | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE LIQUIDITY INVESTMENTS, LLC | DE | MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| BARONE, JOSHUA, ANTHONY | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| AVARIZIA CAPITAL LLC | DE | SHAREHOLDER | B | |
| AVARIZIA CAPITAL LLC | DE | SHAREHOLDER | B | |
| AVARIZIA CAPITAL LLC | DE | SHAREHOLDER | B | |
| BARONE FAMILY TRUST | DE | SHAREHOLDER | B | |
| BARONE FAMILY TRUST | DE | SHAREHOLDER | B | |
| BARONE FAMILY TRUST | DE | SHAREHOLDER | B | |
| BARONE FAMILY TRUST | DE | SHAREHOLDER | B | |
| BARONE FAMILY TRUST | DE | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE LIQUIDITY INVESTMENTS, LLC | F | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE FAMILY TRUST | D | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE FAMILY TRUST | D | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE FAMILY TRUST | D | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE FAMILY TRUST | D | Control |
| BARONE, ROBERT, NICHOLAS | I | BARONE FAMILY TRUST | D | Control |
| BARONE, ROBERT, NICHOLAS | I | AVARIZIA CAPITAL LLC | D | Control |
| BARONE, ROBERT, NICHOLAS | I | AVARIZIA CAPITAL LLC | D | Control |
| DIANE, MARIE, BARONE | I | BARONE FAMILY TRUST | D | |
| DIANE, MARIE, BARONE | I | BARONE FAMILY TRUST | D | |
| DIANE, MARIE, BARONE | I | BARONE FAMILY TRUST | D | |
| DIANE, MARIE, BARONE | I | BARONE FAMILY TRUST | D | |
| DIANE, MARIE, BARONE | I | BARONE FAMILY TRUST | D | |
| DIANE, MARIE, BARONE | I | AVARIZIA CAPITAL LLC | D | |
| DIANE, MARIE, BARONE | I | AVARIZIA CAPITAL LLC | D |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (1)
NV
Address
1 EAST LIBERTY STREET, SUITE 406RENO, NV 89501
United States
Phone: 775-284-7778