Ankona Management, Llc
State-registered
Investment Adviser
CRD 305665
· SEC file 802-120998
· Newport Beach, CA
· www.ankona.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $282M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ankona Capital Partners I, L.P. | Venture Capital Fund | Delaware | $107M | 100 |
| Ankona Capital Partners Ii, L.P. | Venture Capital Fund | Delaware | $84.1M | 88 |
| Ankona Capital Partners Ii Qp, L.P | Venture Capital Fund | Delaware | $48.8M | 14 |
| Ankona Holdings Ii, L.P. | Venture Capital Fund | Delaware | $23.1M | 70 |
| Ankona Videoamp Series D Spv, L.P. | Venture Capital Fund | Delaware | $19.3M | 21 |
Private funds (5, $282M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ankona Capital Partners I, L.P. | Venture Capital Fund | $107M | $0 | 100 |
| Ankona Capital Partners Ii, L.P. | Venture Capital Fund | $84.1M | $0 | 88 |
| Ankona Capital Partners Ii Qp, L.P | Venture Capital Fund | $48.8M | $0 | 14 |
| Ankona Holdings Ii, L.P. | Venture Capital Fund | $23.1M | $0 | 70 |
| Ankona Videoamp Series D Spv, L.P. | Venture Capital Fund | $19.3M | $0 | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗