DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A••••• H••••• C••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Sep 1, 2020 · 18 filings
SEC status approved since Oct 1, 2020
RAUM
$166M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$166M as of Mar 27, 2026
Mar 3, 2021$118M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 3, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 3, 20211 then
Employees (5.A)8 as of Mar 27, 2026
Mar 3, 20219 then
Private funds9 as of Mar 27, 2026
Mar 3, 202110 then
RAUM +4.1% over the last fiscal year-4.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $18.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$166M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• R••• E••••• F••• I••• L• | Real Estate Fund | $56.1M | 71 | Sep 1, 2020 |
| C••••••• A••••• H••••••••• F••• I•• L• | Real Estate Fund | $53.8M | 83 | Mar 3, 2021 |
| C••••••• H••••••••• F••• I• L• | Real Estate Fund | $21.7M | 97 | Sep 1, 2020 |
| C••••••• H•••••••• D••••• L•• | Real Estate Fund | $11.5M | 2 | Jul 27, 2021 |
| C••••••• R••• E••••• F••• I•• L• | Real Estate Fund | $9.7M | 99 | Sep 1, 2020 |
| C••••••• O••••••••• Z••• F•••• L• | Real Estate Fund | $8.1M | 33 | Sep 1, 2020 |
| C••••••• P•••••••• I•• L• | Real Estate Fund | $4.0M | 14 | Mar 7, 2023 |
| C••••••• X•••• Q••• L• | Real Estate Fund | $1.9M | 13 | Mar 7, 2023 |
| C••••••• R••• E••••• F••• I• L• | Real Estate Fund | $1.9M | 72 | Sep 1, 2020 |
| C••••••• M••••• S••••• I•• L•• | Real Estate Fund | $1.8M | 6 | Sep 1, 2020 |
| C••••••• G•••••• I• Q••• L• | Real Estate Fund | $1.4M | 6 | Mar 3, 2021 |
| C••••••• M••• C•••••• L• | Real Estate Fund | $1.4M | 17 | Feb 29, 2024 |
| C••••••• C•••• V••••• L• | Real Estate Fund | $815,430 | 11 | Mar 7, 2023 |
| C••••••• S••••• G••••• Q••• L• | Real Estate Fund | $546,168 | 5 | Sep 1, 2020 |
| C••••••• C••••••• L••no longer reported | Real Estate Fund | $0 | 8 | Sep 1, 2020 |
Owners and control persons
Schedule A and B, latest filing
- W•••••• J•••• S•••• · Chief Compliance Officercontrolsince 10/2024 · owns 75% or more
Related persons
Schedule D 7.A
- C••••••• H••••••••• G•• L••pooled vehicle sponsorn
- C••••••• H••••••••• I• G•• L••pooled vehicle sponsorn
- C••••••• I• G•• L••pooled vehicle sponsorn
- C••••••• I• G•• L••pooled vehicle sponsorn
- C••••••• I•• G•• L••pooled vehicle sponsorn
- C••••••• O• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 13 to 9Jan 30, 2026 to Mar 27, 2026
- Advisory employees · 8 to 5Jan 30, 2026 to Mar 27, 2026
- Pooled vehicle clients · 13 to 9Jan 30, 2026 to Mar 27, 2026
- Employees · 12 to 8Jan 30, 2026 to Mar 27, 2026
- Private funds · 13 to 9Jan 30, 2026 to Mar 27, 2026
- Discretionary RAUM · $160M to $166MJan 30, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $160M to $166MJan 30, 2026 to Mar 27, 2026
- RAUM · $160M to $166MJan 30, 2026 to Mar 27, 2026
- Advisory employees · 6 to 8Feb 25, 2025 to Jan 30, 2026
- Business name · C••••••• F••••• L•• to A••••• H••••• C••••••• L••Feb 25, 2025 to Jan 30, 2026
- Employees · 10 to 12Feb 25, 2025 to Jan 30, 2026
- Legal name · C••••••• F••••• L•• to A••••• H••••• C••••••• L••Feb 25, 2025 to Jan 30, 2026
- Accounts · 14 to 13Oct 30, 2024 to Feb 25, 2025
- Advisory employees · 7 to 6Oct 30, 2024 to Feb 25, 2025
- Pooled vehicle clients · 14 to 13Oct 30, 2024 to Feb 25, 2025
- Employees · 11 to 10Oct 30, 2024 to Feb 25, 2025
- Financial planning clients · unset to Oct 30, 2024 to Feb 25, 2025
- Private funds · 14 to 13Oct 30, 2024 to Feb 25, 2025
- Discretionary RAUM · $165M to $160MOct 30, 2024 to Feb 25, 2025
- Pooled vehicle RAUM · $165M to $160MOct 30, 2024 to Feb 25, 2025
- RAUM · $165M to $160MOct 30, 2024 to Feb 25, 2025
- Employees · 10 to 11May 25, 2023 to Feb 29, 2024
- Discretionary RAUM · $184M to $165MMay 25, 2023 to Feb 29, 2024
- Pooled vehicle RAUM · $184M to $165MMay 25, 2023 to Feb 29, 2024
- RAUM · $184M to $165MMay 25, 2023 to Feb 29, 2024
- Discretionary RAUM · $188M to $184MMar 7, 2023 to May 25, 2023
- Pooled vehicle RAUM · $188M to $184MMar 7, 2023 to May 25, 2023
- RAUM · $188M to $184MMar 7, 2023 to May 25, 2023
- Accounts · 11 to 14May 6, 2022 to Mar 7, 2023
- Pooled vehicle clients · 11 to 14May 6, 2022 to Mar 7, 2023
- Employees · 9 to 10May 6, 2022 to Mar 7, 2023
- Private funds · 11 to 14May 6, 2022 to Mar 7, 2023
- Discretionary RAUM · $178M to $188MMay 6, 2022 to Mar 7, 2023
- Pooled vehicle RAUM · $178M to $188MMay 6, 2022 to Mar 7, 2023
- RAUM · $178M to $188MMay 6, 2022 to Mar 7, 2023
- Discretionary RAUM · $178M to $178MApr 28, 2022 to May 6, 2022
- Pooled vehicle RAUM · $178M to $178MApr 28, 2022 to May 6, 2022
- RAUM · $178M to $178MApr 28, 2022 to May 6, 2022
- Legal name · C••••••• R••• E••••• F••••• L•• to C••••••• F••••• L••Apr 28, 2022 to Apr 28, 2022
- Business name · C••••••• R••• E••••• F••••• L•• to C••••••• F••••• L••Apr 28, 2022 to Apr 28, 2022
Signals
3 dated events
- Kate Liza Soydan (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of A••••• H••••• C••••••• L•• (listed 2024-04-29, absent 2024-10-30)Oct 30, 2024 · Control person left · inference
- Kate Liza Soydan (Chief Compliance Officer And Chief Operating Officer) appeared on Schedule A of A••••• H••••• C••••••• L••Mar 3, 2021 · Control person joined · fact
- C••••••• R••• E••••• F••••• L•• filed its initial SEC registration (Form ADV)Sep 1, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/anchor-health-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 423-708-2178reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
A••••• H••••• C••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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