AMPERSAND CAPITAL GROUP, L.P.
  • AMPERSAND CAPITAL GROUP, L.P.

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 07/01/2025
Other registrations (4)
Former registrations

AMPERSAND CAPITAL GROUP, L.P.

ADV Location BURLINGAME, CA, United States
Contact Info 650 xxxxxxx
AUM* 235,130,818 33%
of that, discretionary 235,130,818 33%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 224,327,359 27%
Avg Account Size 117,565,409 33%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

235M 202M 168M 134M 101M 67M 34M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}