The firm
The firm behind Anchor Rock Investment Fund - I
Stonebridge Advisors LLP is the Sponsor and Investment Manager of Anchor Rock Investment Fund - I, a Category III Alternative Investment Fund registered with the Securities and Exchange Board of India under the SEBI (Alternative Investment Funds) Regulations, 2012.
- Alternative Investment Fund
- Category III
- Partners investing since
- 2005
- Fund registered with
- SEBI
- Registered office
- Ahmedabad
The idea
Why the firm exists
Own fundamentally strong businesses, bought through patient bottom-up research, and hold them long enough for value to compound.
The firm exists to carry that idea into a regulated, pooled structure. It is a partnership of investors, accountants and governance professionals rather than a single manager with a support staff, and the bench is deliberately built that way: research and portfolio judgement on one side, the fund accounting, statutory compliance and board-level governance that a SEBI registered fund is held to on the other.
The firm at a glance
- Legal name
- Stonebridge Advisors LLP
- Role
- Sponsor and Investment Manager
- Fund managed
- Anchor Rock Investment Fund - I
- Fund vehicle
- Anchor Rock Investment Trust, a Category III Alternative Investment Fund
- SEBI registration of the AIF
- No. IN/AIF3/26-27/2253
- Regulatory framework
- SEBI (Alternative Investment Funds) Regulations, 2012
- Market focus
- Listed Indian equities
- Core approach
- Bottom-up fundamental research, long-term holding
- Registered office
- Office No. 402, Sankalp Square 3B, Beside Taj Skyline, Sindhu Bhavan Road, Thaltej, Ahmedabad 380 059, Gujarat
Structure
Manager, Trust and Fund
Three separate roles, held apart on purpose. The Manager makes investment decisions; the Trust holds the assets; the Fund is the pooled vehicle in which eligible investors participate.
- 01
Sponsor and Manager
Stonebridge Advisors LLP
Sets strategy, runs the research, makes the investment decisions and carries the compliance obligation.
- 02
The Trust
Anchor Rock Investment Trust
The SEBI-registered Category III Alternative Investment Fund under which the scheme is constituted.
- 03
The Fund
Anchor Rock Investment Fund - I
The pooled vehicle. Units are offered only by private placement to eligible investors, under the Private Placement Memorandum.
Inside the firm
How the firm is organised
Research and portfolio judgement on one side; fund accounting, statutory compliance and governance on the other.
Before you read further
Risk, and what this website is not
Investment in the Fund carries risk, including the possible loss of capital. Equity markets are volatile, and a Category III Alternative Investment Fund may use leverage and complex strategies. There is no assurance of return.
This website describes the firm, its people and its approach. It does not set out the commercial terms of the Fund. Fees, the minimum commitment, the tenure, the distribution waterfall, investor rights and the full risk factors are set out exclusively in the Private Placement Memorandum and the definitive fund documents, which a prospective investor must read in full. Any figure on this website that is subject to change, including the SEBI registration particulars, should be verified against the current filings before it is relied upon.
Contact
Speak with the firm
Eligible investors, distributors and professional advisers can write to the firm or call the registered office in Ahmedabad. Units are offered only by private placement, under the Private Placement Memorandum.