Anchor Capital Advisors Overview

  • Founded
  • 1983
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Anchor Capital Advisors General Information

Description

Operator of a value-focused asset manager and wealth advisory firm. The company currently manages approximately $9 billion in assets for both individual and institutional investors across eight strategies and is headquartered in Boston, Massachusetts.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • One Post Office Square
  • Suite 3850
  • Boston, MA 02109
  • United States
+1 (617) 000-0000
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Anchor Capital Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Anchor Capital Advisors Executive Team (4)

Name Title Board Seat Contact Info
William Rice Jr. Chief Investment Officer & Chief Executive Officer
Mark Bergen Chief Operating Officer & President
Diane DeBono Schafer Chief Compliance Officer
William Rice Sr. Executive Chairman & Founder
To view Anchor Capital Advisors’s complete executive team members history, request access »

Anchor Capital Advisors Board Members (1)

Name Representing Role Since
0000000 0000 00. Anchor Capital Advisors Executive Chairman & Founder 000 0000
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Anchor Capital Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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