Discretionary Mandate
A separately managed account, custodied at Schwab or Fidelity, in your name. Anchorbay holds the discretion; you keep transparency, tax control, and the ability to walk in 30 days.
TYPICAL FEE · 0.65% on first $5M · 0.45% above
Anchorbay Capital Partners · A Research-Led Boutique
Investment Discipline.
Not Vibes.
Assets Under Management
$312M
Tech-Liquidity Households
38
Investment Track Record
9 yrs
Built around tech-liquidity families.
Three discrete services. Each is documented in writing before any allocation moves. Each is reviewed quarterly against the Investment Policy Statement.
Concentrated Position Unwind
A 12–36 month structured plan to unwind a single-stock concentration into a diversified core. 10b5-1 framework, tax-aware lot selection, pre-cleared with employer counsel.
TYPICAL FEE · 0.30% / yr on the unwind sleeveFamily Office Coordination
For families consolidating accounts across Schwab, Fidelity, RSU plans, prior advisors, and old syndicates. Anchorbay aggregates, writes the IPS, and becomes the single point of accountability.
TYPICAL FEE · 0.45% blended on coordinated NAVEvery position. Every band. Written in advance.
A live snapshot from the Henderson household’s Position Blotter — every sleeve checked against the IPS allocation bands, with the post-unwind concentration headline at the top.
Post-Unwind Concentration
46%
Down from 54% via the 10b5-1 plan · 18 months remaining.
- US Core Equity 32.4% TARGET 32.0 In Band
- Global Ex-US 15.1% TARGET 15.0 In Band
- Treasury Ladder 16.8% TARGET 15.0 Above Band
- Private Credit (Co-Invest) 6.4% TARGET 10.0 Below Band
A registry, not a folder.
Every document — IPS, manager memo, custodian statement, unwind plan, capital-call notice — indexed with a date, a version, and a status seal. Nothing is buried in email threads.
2024-08-12
Investment Policy Statement (signed)
v 1.0
Allocated
2024-11-08
Anchor Direct Credit VI · Underwriting Memo
v 1.0
Filed
2025-02-22
10b5-1 Plan · Henderson Co. (HCO)
v 2.1
Filed
2026-04-15
Q1 2026 Attribution Memo
v 1.0
Published
No chat bubbles. Letters.
Every message between Anchorbay and a household is a written communique with FROM / TO / RE / DATE — designed to be readable a year from now, not five seconds from now.
FROM
Wei Chen, CFA · Anchorbay Capital
TO
David & Linda Henderson
RE
Q2 attribution memo + IPS amendment
DATE
2026-04-22 · 14:32 PT
David, Linda — attached please find the Q1 2026 attribution memo. Net of fees we ran +3.40% vs. the blended benchmark +2.70%. The single material call this quarter was lifting the US Core sleeve from 30 to 32% on the back of the Q4 earnings season — that decision is documented in MEM-2026-014.
I’d also like to walk you through a small IPS amendment on the concentration cap — proposed at 5% but we should consider 4% given HCO post-unwind dynamics. Calendar invite for May 22 went out separately.
— Wei
Ready to Sit Down with the Numbers?
The first 30 minutes is just a conversation.
Building a long-horizon portfolio after a liquidity event is a year-long process. The first call is no slide deck and no pitch — just a written summary of where you stand and what would change in the first 90 days.