Ancala Partners Llc
- Regulatory AUM
- $4.4B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $4.4B
- Accounts
- 1
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $4.4B | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clunie, Spence, Matthew | Managing Parter | Aug 2010 (16y) | ≈ 18.75% – 50% via Ancala Partners Llp | |
| Mellor, Lee, Stephen | Director | Aug 2024 (2y) | Less than 5% | |
| Clark, Raoul, Edward | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ancala Partners Llp | Managing Member | Mar 2024 | A | 75% or more |
| Vontobel Asset Management Uk 2 Holding Ltd | Owner | Jul 2024 | B | ≈ 18.75% – 50% via Ancala Partners Llp |
| Vontobel Holding Ag | Owner | Jul 2024 | B | ≈ 4.69% – 25% via Vontobel Asset Management Uk 2 Holding Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clunie, Spence, Matthew: 25% – 50% of Ancala Partners Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Vontobel Asset Management Uk 2 Holding Ltd: 25% – 50% of Ancala Partners Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Vontobel Holding Ag: 25% – 50% of Vontobel Asset Management Uk 2 Holding Ltd × 25% – 50% of Ancala Partners Llp × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.84 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
- • Fixed fees
- • Other fees
- • VARIABLE FEES TAKING INTO ACCOUNT COST AND QUALITY OF SERVICES.
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
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: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗