Anchor Bay Capital, Inc.
● SEC registered since 2016CRD 116913SEC# 801-107983Carlsbad, CA
Reg. AUM
$247.1M
Employees
6
Accounts
191
Location
Carlsbad, CA
Anchor Bay Capital, Inc. assets under management
Anchor Bay Capital, Inc. is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2016. It reports $247.1 million in regulatory assets under management and employs 6 people.
Anchor Bay Capital, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Robert Allen Control | President | 25-50% | 2020 |
| Matthew William Large Control | Chief Compliance Officer | 10-25% | 2016 |
| Tanner Manning Wrisley | Associate Portfolio Manager | 10-25% | 2022 |
Frequently asked questions
How much does Anchor Bay Capital, Inc. manage?
Anchor Bay Capital, Inc. reports $247.1 million in regulatory assets under management on its Form ADV.
How many employees does Anchor Bay Capital, Inc. have?
Anchor Bay Capital, Inc. reports 6 employees.
Where is Anchor Bay Capital, Inc. located?
Anchor Bay Capital, Inc. is based in Carlsbad, CA and has been SEC-registered since 2016.
Does Anchor Bay Capital, Inc. disclose fund performance?
Anchor Bay Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5780 Fleet St., Suite 308, Carlsbad, CA 92008 |
| Phone | 760-602-3470 |
| Fax | 760-602-7811 |
| Office hours | 6:30 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$247.1Mregulatory AUM
Discretionary $243.4MNon-discretionary $3.8M