Anson Capital, Inc.
Anson Capital, Inc. is an investment adviser headquartered in New York, NY. The firm was founded in the early 2020s and is registered with the SEC (CIK 0001906003). Anson Capital oversees portfolios for institutional and high-net-worth clients, with total assets under management of $211.1 million as of April 2025. The firm employs 4 professionals, with approximately 75% in investment roles.
Investment Strategy
Anson Capital, Inc. primarily manages diversified portfolios with a strong emphasis on liquid, fixed income and equity ETFs, such as Treasury bond funds and developed international equity vehicles. Their approach focuses on capital preservation, liquidity, and seeking risk-adjusted returns via asset allocation in short-duration bonds and large-cap equities, suitable for institutional and sophisticated investors. The fund regularly adjusts allocations based on macroeconomic trends and market opportunities, with high turnover in positions indicating an actively managed strategy.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 8.07% | $10.0M | 99,418 | $100.50 | $100.69 | -$35.4K |
B BILS | SPDR SERIES TRUST | 7.72% | $9.6M | 96,355 | $99.22 | $99.43 | +$795.6K |
F FLTR | VANECK ETF TRUST | 6.72% | $8.3M | 327,139 | $25.35 | $25.50 | +$218.7K |
F FIGB | FIDELITY MERRIMACK STR TR | 6.60% | $8.2M | 189,493 | $43.01 | $43.21 | +$414.5K |
I ICOW | PACER FDS TR | 4.63% | $5.7M | 168,882 | $30.80 | $34.03 | +$168.4K |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
 | Principal and Portfolio Manager | Toronto, ON , Canada | |
J Jay Lubinsky | Principal and Portfolio Manager | Toronto, ON , Canada | |
 | Investment Analyst | Toronto, ON , Canada | |
 | Associate Portfolio Manager | Toronto, ON , Canada | |
M Mark Forman | Senior Analyst | Dallas, TX , United States | |
| Analyst | New York, NY , United States | ||
M Moez Kassam | Portfolio Manager | Toronto, ON , Canada | |
 | Associate Portfolio Manager | Toronto, ON , Canada | |
 | Partner, Anson North Star | Canada | |
T Taheer Datoo | Portfolio Manager | Toronto, ON , Canada |