Anchor Bolt Capital, LP (Chicago)


Anchor Bolt Capital, LP is a large advisory firm based in Chicago. It manages $2.86 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Anchor Bolt Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anchor Bolt Capital: assets under management

The assets under management (AUM) of Anchor Bolt Capital, LP is $2.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1989% since the beginning of its operation, and $2.86 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anchor Bolt Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Anchor Bolt Capital serves?

The only and largest group of clients of Anchor Bolt Capital is pooled investment vehicles with 6 clients and $2.86 billion of assets under management. Among the 8 most similar advisory firms, Anchor Bolt Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.86 billion for 6 clients. 100% of the firm’s clients are foreign persons or businesses.

Anchor Bolt Capital also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $50,000,000.

Careers at Anchor Bolt Capital, LP

The company employs 19 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Loren Polak Chief executive officer and chief investment officer 1 Nov 2011 Other 4226376
Sean Jason Stephens Chief financial officer & chief compliance officer 1 Nov 2011 Other 4199457
Llc Anchor Bolt Capital General partner 1 Nov 2011 75% - 100% 45-2613734

Based in Chicago

The principal office where Anchor Bolt Capital, LP performs its advisory services is located at 444 W. Lake Street, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-477-2700 or by fax 312-477-2701. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at anchorboltcapital.com and its LinkedIn profile.