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.

SEC-registered adviser

Ancala Partners LLC

Asset manager (funds and pooled vehicles)New York, New YorkCRD 333844SEC 801-131857websiteIAPD
Latest filing Apr 27, 2026
First filing on the tape Dec 20, 2024 · 4 filings
SEC status approved since May 21, 2025
RAUM
$4.4B
reported, Item 5.F
Discretionary
0.0%
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
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$4.4B as of Apr 27, 2026
May 20, 2025$3.1B then
HNW client RAUM$0 as of Apr 27, 2026
May 20, 2025$0 then
State-registered IARs (5.B.3)0 as of Apr 27, 2026
May 20, 20250 then
Employees (5.A)7 as of Apr 27, 2026
May 20, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 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
$4.4BderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed fees, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • 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
  • Other investment advisers$4.4B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Edward Raoul Clark · Chief Compliance Officercontrol
        since 11/2024 · owns less than 5%
      • Stephen Lee Mellor · Directorcontrol
        since 08/2024 · owns less than 5%
      • Matthew Spence Clunie · Managing Partercontrol
        since 08/2010 · owns 25% to 50% of Ancala Partners Llp
      Entity owners
      • Ancala Partners Llp · Managing Member
        direct · owns 75% or more
      • Vontobel Asset Management Uk 2 Holding Ltd · Owner
        indirect · owns 25% to 50% of Ancala Partners Llp
      • Vontobel Holding Ag · Owner
        indirect · owns 25% to 50% of Vontobel Asset Management Uk 2 Holding Ltd
      Related persons
      Schedule D 7.A
      • Ancala Essential Growth Infrastructure Fp Gp Llp
        pooled vehicle sponsorn
      • Ancala Essential Growth Infrastructure Gp Llp
        pooled vehicle sponsorn
      • Ancala European Infrastructure II Gp Llp
        pooled vehicle sponsorn
      • Ancala European Infrastructure III Gp Llp
        pooled vehicle sponsorn
      • Ancala Gp 2 Llp
        pooled vehicle sponsorn
      • Ancala Gp S.A.R.L
        pooled vehicle sponsorn
      • Ancala Infrastructure Fund II Gp S.A.R.L
        pooled vehicle sponsorn
      • Ancala Infrastrucutre Fund III Gp S.A R.L
        pooled vehicle sponsorn
      • Ancala Midstream I Gp Llp
        pooled vehicle sponsorn
      • Ancala Midstream II Gp Llp
        pooled vehicle sponsorn
      • Ancala Partners Llp
        broker-dealerinvestment adviserpooled vehicle sponsory
      • Ancala Uk Infrastructure 1 Gp Llp
        pooled vehicle sponsorn
      • Ancala Uk Infrastructure A Gp Llp
        pooled vehicle sponsorn
      • Ancala Uk Infrastructure B Gp Llp
        pooled vehicle sponsorn
      • Ancala Utilities I Gp Llp
        pooled vehicle sponsorn
      • Atlas Co-Investment Gp Llp
        pooled vehicle sponsorn
      • Magma Co-Investment Gp Llp
        pooled vehicle sponsorn
      • Vontobel Asset Management, Inc.
        investment adviserbanknRAUM $20B
      • Vontobel Holding Ag
        investment advisery
      • Woodpecker Co-Investment Gp Llp
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • low discretionary shareStatic outlier · filing Apr 27, 2026
        discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)
        peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 4 to 5
        Jun 30, 2025 to Apr 27, 2026
      • Employees · 6 to 7
        Jun 30, 2025 to Apr 27, 2026
      • Non-discretionary RAUM · $3.1B to $4.4B
        Jun 30, 2025 to Apr 27, 2026
      • RAUM · $3.1B to $4.4B
        Jun 30, 2025 to Apr 27, 2026
      • Employees · 5 to 6
        May 20, 2025 to Jun 30, 2025
      • Financial planning clients · unset to
        May 20, 2025 to Jun 30, 2025
      • Accounts · 0 to 1
        Dec 20, 2024 to May 20, 2025
      • Advisory employees · 2 to 4
        Dec 20, 2024 to May 20, 2025
      • Business name · ANCALA PARTNERS, LLC to ANCALA PARTNERS LLC
        Dec 20, 2024 to May 20, 2025
      • Employees · 3 to 5
        Dec 20, 2024 to May 20, 2025
      • Legal name · ANCALA PARTNERS, LLC to ANCALA PARTNERS LLC
        Dec 20, 2024 to May 20, 2025
      • Non-discretionary RAUM · $0 to $3.1B
        Dec 20, 2024 to May 20, 2025
      • RAUM · $0 to $3.1B
        Dec 20, 2024 to May 20, 2025
      Signals
      2 dated events
      • Ancala Partners Llc reported RAUM $4.4B, up 40% from $3.1B (2025-06-30 to 2026-04-27)
        Apr 27, 2026 · RAUM change · derived
      • Ancala Partners, Llc filed its initial SEC registration (Form ADV)
        Dec 20, 2024 · 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
      Website
      ancala.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      212-555-7550reportedpublic record, Form ADV, Apr 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