Ancorato Reports $250M AUM, Highlights Structured Note Portfolio Returns
Ancorato – a third-party money manager specializing in structured note strategies through separately managed accounts – announced that has surpassed $250 million in assets under management as of June 30.
The firm attributed the milestone in part to performance across its structured note portfolios. Its fixed-income structured notes, or FISN, launched in 2019 and designed for conservative investors seeking steady income, reported a total net annualized return of 10.66% since inception and an average net coupon rate of 11.49% in the second quarter of 2025.
“We’re proud to surpass $250 million in assets under management,” said Pete Covino III, co-founder and managing partner. “This accomplishment validates our belief that structured notes, when actively managed and thoughtfully deployed, can play a powerful role in modern portfolio construction.”
Since the launch of its first strategy, Ancorato has pioneered a distinctive, rules-based investment process that delivers structured notes through SMAs. The firm offers income and growth strategies designed to help investors navigate volatility and mitigate downside risk. Ancorato’s strategies seek to mitigate risk by diversifying acquisitions across multiple investment-grade institutions, laddering maturity dates to reduce timing risk, and applying allocation limits to reduce overconcentration risk.
Other strategies reported by Ancorato included:
- High-income structured notes, targeted at more aggressive income seekers, delivered a total net annualized return of 16.81% since inception in 2021 and an average net coupon rate of 27.74% in Q2 2025;
- Anchored growth structured notes, focused on steady total returns and layered downside protection across broad-based indices and sector ETFs, realized a total net annualized return of 2.40% since inception in 2019; and
- Opportunistic growth structured notes, focused on aggressive total return and utilizing individual stocks as underliers, achieved a total net annualized return of 36.81% since inception in 2020.
“At Ancorato, we are dedicated to providing advisers with strategic investment solutions that benefit their clients,” said Pisoot Senethavilay, president. “We appreciate the trust advisers have placed in us, and we remain committed to providing solutions that help advisers meet their clients’ financial goals.”
Ancorato said it has acquired more than 370 structured notes, with nearly 51% having gone full cycle, as of June 30. The firm also supports advisers through the use of StrategyLink, a platform that connects directly with the adviser’s firm and custodian, eliminating the need for a second account, which is often required in traditional SMAs. Ancorato is currently available on Schwab and Fidelity platforms. Additionally, advisers can access Ancorato’s strategies through turnkey asset management programs, or TAMP platforms, such as SMArtX and GeoWealth.
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