# ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105540
- Type: SEC-registered investment adviser
- SEC file number: 801-18930
- Location: TWO INTERNATIONAL PLACE, SUITE 2110, BOSTON, MA, 02110-4104
- Phone: 617-338-3800
- Latest filing: 2026-03-16
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 42
- Accounts: 2,632

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Seth William Brennan | MEMBER | — |
| Anthony Harfield Leness | MEMBER | — |
| William Phipps Rice | CHIEF EXECUTIVE OFFICER, DIRECTOR; EXECUTIVE CHAIRMAN | — |
| Diane Marie Debono Schafer | SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| Kyle Francis Gorman | CHIEF FINANCIAL OFFICER | — |
| BERGEN MARK | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | — |
| DALTON TIMOTHY GEORGE | DIRECTOR | — |
| BRENNAN STEPHEN WILLIAM | MEMBER | — |
| WILSON ALBERT OLOF | DIRECTOR | — |
| RICE WILLIAM PHIPPS | CHIEF EXECUTIVE OFFICER, DIRECTOR; EXECUTIVE CHAIRMAN; EXECUTIVE VICE PRESIDENT, DIRECTOR (+5 more) | — |
| RICKABAUGH MARK VAYDA | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| CROCE ROBERT FELICE | SENIOR VICE PRESIDENT, DIR. OF MARKETING | — |
| DRAKE BARBARA | SENIOR VICE PRESIDENT | — |
| MEAD STEPHEN | FIRST VP, SR. FINANCIAL ANALYST | — |
| BROWN STEPHEN CARTER | DIRECTOR; MEMBER | — |
| SIEGFRIEDT SHARON ANN | SENIOR VICE PRESIDENT | — |
| DEBONO DIANE MARIE | CHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| FLOOR RICHARD E | DIRECTOR/CLERK | — |
| DEUTSCH CLAYTON GEORGE | DIRECTOR | — |
| LENESS ANTHONY HARFIELD | MEMBER | — |
| KEARNEY KATHRYN ANN | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| KAYE DAVID J | DIRECTOR | — |
| KAYE DAVID JOHN | DIRECTOR | — |
| BERGEN MARK DAVID | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER; PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | — |
| Brush Candida Greer | DIRECTOR | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-05 | regulatory | RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105540/similar
- Related entities: https://search.stillhousedata.com/firm/105540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105540

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.