PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:23 AM ET

Sponsor Check › Sponsor group

A

Anchor

One sponsor team, 6 deal companies · Calabasas, CA

Grouped because: 2 shared people, same business address (6 issuers) (automatic match from the filings) · not the same sponsor?

6deal companies
$171.1Mreported sold
792investors
20Form D filings
2009–2020active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Aug 27, 2020 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Anchor is a sponsor group of 6 issuers that PartnerFacts links to one sponsor (shared people, same business address; automatic match from the filings), filing 20 Form D filings between Sep 2009 and Aug 2020.

What this means One team, 6 deal companies, about 11 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $171.1M to 792 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6). Issuers are based in CA (6).

What this means $171.1M raised across the group, about $216K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Stephen Pollack (6 issuers, executive officer and promoter), Jeffrey Lipton (5 issuers, executive officer and promoter) and Jeffrey Liption (1 issuer, executive officer).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Aug 27, 2020.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 20 public filings for Anchor and found 14 differences, 8 worth asking the sponsor about: Amount sold went down between filings; 4 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Anchor has not run yet — it is joining a line of 14,918 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Anchor..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Anchor, Inc. closed matched at sponsor-group level (Anchor)
United States Bankruptcy Court, E.D. North Carolina · No. 09-01704 · Filed Mar 4, 2009 · Closed Dec 31, 2012
Role of Anchor, Inc.: Debtor · Outcome: Case closed 2012-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 2009, issuer incorporated 2013
The Anchor, L.L.C. closed matched at sponsor-group level (Anchor)
United States Bankruptcy Court, N.D. Oklahoma · No. 02-01532 · Filed Apr 2, 2002 · Closed Sep 29, 2003
Role of The Anchor, L.L.C.: Debtor · Outcome: Case closed 2003-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OK (not the issuer's state); filed 2002, issuer incorporated 2013
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Anchor — 8 worth asking about (compared 20 filings on Oct 24, 2026)

Worth asking · Aug 22, 2018 – Aug 27, 2019

Amount sold went down between filings — ANCHOR IRA FUND, LLC

The Aug 22, 2018 filing says $76,202,285 sold; the Aug 27, 2019 Form D/A says $44,225,830 sold — $31,976,455 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Aug 22, 2018 ↗Form D/A (later) · Aug 27, 2019 ↗ANCHOR IRA FUND, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 22, 2017 – Aug 22, 2018

Amount sold went down between filings — Access Investment, LLC

The Aug 22, 2017 filing says $128,807,415 sold; the Aug 22, 2018 Form D/A says $70,432,070 sold — $58,375,345 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Aug 22, 2017 ↗Form D/A (later) · Aug 22, 2018 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Worth asking · May 14, 2015 – May 18, 2016

Amount sold went down between filings — Access Investment, LLC

The May 14, 2015 filing says $68,234,974 sold; the May 18, 2016 Form D/A says $66,381,386 sold — $1,853,588 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · May 14, 2015 ↗Form D/A (later) · May 18, 2016 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2009 – Jul 10, 2015

4 Form Ds were filed more than 15 days after the first sale

Form D filed 357 days after the first sale — ANCHOR IRA FUND, LLC · Form D filed 584 days after the first sale — Yellowfin Fund, LLC · Form D filed 2,082 days after the first sale — Bluefin Fund, LLC · Form D filed 16 days after the first sale — Yellowfin Fund, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jul 10, 2015 ↗ANCHOR IRA FUND, LLC — PartnerFacts page ↗Form D · May 14, 2015 ↗Yellowfin Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 22, 2018 – Aug 27, 2019

Jeffrey Lipton is no longer listed on the Aug 27, 2019 amendment — ANCHOR IRA FUND, LLC

Jeffrey Lipton appears on the Aug 22, 2018 Form D/A (executive officer) but not on the Aug 27, 2019 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 22, 2018 ↗Form D/A · Aug 27, 2019 ↗Jeffrey Lipton — PartnerFacts page ↗ANCHOR IRA FUND, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 22, 2018 – Aug 27, 2019

Jeffrey Lipton is no longer listed on the Aug 27, 2019 amendment — Access Investment, LLC

Jeffrey Lipton appears on the Aug 22, 2018 Form D/A (executive officer) but not on the Aug 27, 2019 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 22, 2018 ↗Form D/A · Aug 27, 2019 ↗Jeffrey Lipton — PartnerFacts page ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Worth asking · May 14, 2015 – May 18, 2016

Jeffrey Liption is no longer listed on the May 18, 2016 amendment — Access Investment, LLC

Jeffrey Liption appears on the May 14, 2015 Form D (executive officer) but not on the May 18, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · May 14, 2015 ↗Form D/A · May 18, 2016 ↗Jeffrey Liption — PartnerFacts page ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 28, 2010 – May 14, 2015

2 separate companies in this group use the same name: "Access Investment, LLC"

CIK 1482439 (first filed Jan 28, 2010, Calabasas, CA); CIK 1482282 (first filed May 14, 2015, Calabasas, CA).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Access Investment, LLC — PartnerFacts page ↗Access Investment, LLC — PartnerFacts page ↗EDGAR filer page · CIK 1482439 ↗EDGAR filer page · CIK 1482282 ↗
Sources
Note · Jan 28, 2010 – Aug 22, 2017

Offering amount changed between filings — Access Investment, LLC

The Jan 28, 2010 filing says $30,155,005 offered; the Aug 22, 2017 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 28, 2010 ↗Form D/A (later) · Aug 22, 2017 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Note · May 18, 2016 – May 17, 2017

Offering amount changed between filings — Access Investment, LLC

The May 18, 2016 filing says $100,000,000 offered; the May 17, 2017 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · May 18, 2016 ↗Form D/A (later) · May 17, 2017 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Note · Aug 17, 1999 – Aug 27, 2020

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — ANCHOR IRA FUND, LLC (latest filing Aug 27, 2020) · No amendment in the last 12 months on an offering that may still be open — Access Investment, LLC (latest filing Aug 27, 2020) · No amendment in the last 12 months on an offering that may still be open — Access Investment, LLC (latest filing May 17, 2017) · No amendment in the last 12 months on an offering that may still be open — Yellowfin Fund, LLC (latest filing May 14, 2015) · No amendment in the last 12 months on an offering that may still be open — Bluefin Fund, LLC (latest filing May 14, 2015) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Aug 27, 2020 ↗ANCHOR IRA FUND, LLC — PartnerFacts page ↗Form D/A · Aug 27, 2020 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Note · Jan 21, 2014 – Jan 23, 2015

Address moved from Calabassas, CA to Calabasas, CA — Anchor Assets IV, LLC

The people listed on the Jan 21, 2014 filing give Calabassas, CA; on the Jan 23, 2015 filing they give Calabasas, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Jan 21, 2014 ↗Form D/A · Jan 23, 2015 ↗Anchor Assets IV, LLC — PartnerFacts page ↗
Sources
Note · Jan 28, 2010 – Aug 22, 2017

Minimum investment changed between filings — Access Investment, LLC

The Jan 28, 2010 filing lists a minimum of $25,000; the Aug 22, 2017 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 28, 2010 ↗Form D/A (later) · Aug 22, 2017 ↗Access Investment, LLC — PartnerFacts page ↗
Sources
Note · Jan 28, 2010 – Aug 27, 2020

Member companies were formed in 2 different states

California (4), Delaware (2) — out of 6 member issuers. The odd ones out: Access Investment, LLC (Delaware); Access Investment, LLC (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Anchor — sponsor group page ↗Access Investment, LLC — PartnerFacts page ↗Access Investment, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 8 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 27, 2020 D/A
Access Investment, LLC
File 021-138248
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2020 D/A
ANCHOR IRA FUND, LLC
File 021-243405
$0$0$0None listed on this filingEDGAR ↗
May 17, 2017 D/A
Access Investment, LLC
File 021-239830
$0$0$0None listed on this filingEDGAR ↗
May 14, 2015 D
Bluefin Fund, LLC
File 021-239825
$0$0$0None listed on this filingEDGAR ↗
May 14, 2015 D
Yellowfin Fund, LLC
File 021-239828
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2015 D/A
Anchor Assets IV, LLC
File 021-210383
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2013 D
Yellowfin Fund, LLC
File 021-205118
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2009 D
Bluefin Fund, LLC
File 021-134224
$0$0$0
N/A
N/A no CRD number reportedEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 6 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Anchor in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BF Bluefin Fund, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund2$7,050,000
offering $30,000,000 · similar: $500,000–$16,420,250
17
similar: 2–28
$50,000
similar: $5,000–$100,000
2009–2015
EDGAR ↗AI Access Investment, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund1$00$25,0002010–2010
EDGAR ↗YF Yellowfin Fund, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund2$5,652,994
offering $25,000,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$50,000
similar: $1,000–$100,000
2013–2015
EDGAR ↗AA Anchor Assets IV, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund2$1,000
offering Indefinite · similar: $500,000–$16,420,250
1
similar: 2–28
$100,000
similar: $5,000–$100,000
2014–2015
EDGAR ↗AI Access Investment, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund7$128,807,415
offering Indefinite · similar: $155,000–$5,250,000
375
similar: 4–27
$50,000
similar: $1,000–$100,000
2015–2020
EDGAR ↗AI ANCHOR IRA FUND, LLCshared people, same business addressCALABASAS, CAPooled Investment Fund6$76,202,285
offering Indefinite · similar: $155,000–$5,250,000
372
similar: 4–27
$50,000
similar: $1,000–$100,000
2015–2020

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Aug 27, 2020ANCHOR IRA FUND, LLCD/APooled Investment FundIndefinite$44,225,830
EDGAR ↗Aug 27, 2020Access Investment, LLCD/APooled Investment FundIndefinite$114,122,336
EDGAR ↗Aug 27, 2019ANCHOR IRA FUND, LLCD/APooled Investment FundIndefinite$44,225,830
EDGAR ↗Aug 27, 2019Access Investment, LLCD/APooled Investment FundIndefinite$114,122,336
EDGAR ↗Aug 22, 2018Access Investment, LLCD/APooled Investment FundIndefinite$70,432,070
EDGAR ↗Aug 22, 2018ANCHOR IRA FUND, LLCD/APooled Investment FundIndefinite$76,202,285
EDGAR ↗Aug 22, 2017ANCHOR IRA FUND, LLCD/APooled Investment FundIndefinite$75,107,047
EDGAR ↗Aug 22, 2017Access Investment, LLCD/APooled Investment FundIndefinite$128,807,415
EDGAR ↗May 17, 2017Access Investment, LLCD/APooled Investment FundIndefinite$128,807,415
EDGAR ↗Sep 1, 2016ANCHOR IRA FUND, LLCD/APooled Investment FundIndefinite$51,330,481
EDGAR ↗May 18, 2016Access Investment, LLCD/APooled Investment Fund$100,000,000$66,381,386
EDGAR ↗Jul 10, 2015ANCHOR IRA FUND, LLCDPooled Investment FundIndefinite$10,661,523
EDGAR ↗May 14, 2015Yellowfin Fund, LLCDPooled Investment Fund$25,000,000$5,652,994
EDGAR ↗May 14, 2015Access Investment, LLCDPooled Investment Fund$100,000,000$68,234,974
EDGAR ↗May 14, 2015Bluefin Fund, LLCDPooled Investment Fund$30,000,000$7,050,000
EDGAR ↗Jan 23, 2015Anchor Assets IV, LLCD/APooled Investment FundIndefinite$1,000
EDGAR ↗Jan 21, 2014Anchor Assets IV, LLCDPooled Investment FundIndefinite$1,000
EDGAR ↗Oct 23, 2013Yellowfin Fund, LLCDPooled Investment FundIndefinite$350,000
EDGAR ↗Jan 28, 2010Access Investment, LLCDPooled Investment Fund$30,155,005$0
EDGAR ↗Sep 8, 2009Bluefin Fund, LLCDPooled Investment Fund$30,000,000$2,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Aug 27, 2020. Industry history, as reported on each offering's latest filing: All 8 offerings reported: Pooled Investment Fund (2009–2015).

People across the group

NameRolesIssuers hereFirst → last listed
SP Stephen PollackPromoter, Executive Officer6Sep 8, 2009 → Aug 27, 2020
JL Jeffrey LiptonPromoter, Executive Officer5Sep 8, 2009 → Aug 22, 2018
JL Jeffrey LiptionExecutive Officer1May 14, 2015 → May 14, 2015

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Anchor.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Anchor as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Anchor's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #211,174 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: CALABASAS), CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗