SMA Portfolio Management
01A separately managed account, custodied at Schwab or Fidelity, in your name. We hold the discretion; you keep transparency, tax control, and the ability to walk in 30 days.
Learn More →SEC-Registered Investment Adviser · Bay Area
Investment Discipline. Not Vibes. For the Wealth You Just Built.
Anchorbay is a research-led boutique that takes concentrated post-IPO and post-acquisition wealth and turns it into a diversified, long-horizon portfolio — separately managed accounts, written investment policy, manager diligence, and a private client portal so every position, every decision, and every quarter sits in one place.
$312M
Assets Under Management
38 Families
Tech-Liquidity Households
9 yrs
Investment Track Record
CFA
CRD #6024815
Meet Wei
“After a liquidity event, the worst trade most families make is no trade — they sit on a single ticker for years because every alternative feels too consequential. My job is to give you a written framework so the next decision isn’t emotional, and a portal so you actually know what you own.”
Wei Chen, CFA
Founder & Managing Partner · Anchorbay Capital Partners · CRD #6024815
What Anchorbay Does
Built Around Tech-Liquidity Families
Family Office Coordination
02For families consolidating accounts across Schwab, Fidelity, RSU plans, prior advisors, and old syndicates. We aggregate, write the IPS, and become the single point of accountability.
Learn More →Selective Co-Invest Sleeve
03A small, ring-fenced allocation to underwritten private market opportunities — co-investments alongside top-decile GPs, sized so a single bad outcome cannot impair the core.
Learn More →Why It Matters
An Investment Manager Who Writes Down the Reasons
Wei spent five years on Goldman’s equity research desk and four at Bridgewater before founding Anchorbay in 2018. The discipline that survives shows up in every Investment Policy Statement we write, every manager memo we file, and every quarterly attribution we publish in your portal.
D+L
Client Stories
“We came in sitting on a single position that was 54% of our liquid net worth and a Schwab account we hadn’t logged into since 2019. Six weeks later we had a written IPS, a structured unwind plan, and a portal that finally answered the question ‘what do we actually own?’”David & Linda H. · Bay Area Tech Family
Ready to Sit Down with the Numbers?
Building a long-horizon portfolio after a liquidity event is a year-long process. The first 30 minutes is just a conversation — no slide deck, no pitch.
Book a Free Intro Call