Ancora Family Wealth Advisors
Multi family office in Cleveland, United States, founded 2003; estimated AUM $3.2B; focus on industrial and mobility.
Identity
- HEADQUARTERS
- Cleveland, United States
- FOUNDED
- 2003
- AUM
- ~$3.2B (2026, press estimate)
Investment approach
Overview
Founded in 2003, this multi family office has its headquarters in Cleveland, United States. Its assets under management are estimated at $3.2B (2026); its sector focus covers industrial and mobility. 2 people are named on its team.
People
- Fred DiSantoCEO · source
- James ChadwickPresident, Ancora Alternatives · source
Frequently asked questions
Ancora Family Wealth Advisors is a multi family office based in Cleveland, the United States, founded in 2003.
Ancora Family Wealth Advisors does not publicly state whether it puts its own money into companies or invests through funds.
Ancora Family Wealth Advisors invests in Industrial & Manufacturing and Mobility & Logistics.
Key people at Ancora Family Wealth Advisors include Fred DiSanto (CEO) and James Chadwick (President, Ancora Alternatives).