other names
  • AMPERSAND CAPITAL PARTNERS
  • AMPERSAND MANAGEMENT LLC

Adviser Profile

As of Date 03/30/2026
ADV Location BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees 38 19%
of those in investment advisory functions 33 18%
Registration SEC, Approved, 02/23/2012
AUM* 3,093,543,241 2%
of that, discretionary 3,093,543,241 11%
Private Fund GAV* 2,841,608,306 0%
Avg Account Size 773,385,810 39%
SMA’s No
Private Funds 7 2
Contact Info 781 xxxxxxx
Websites

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

3B 2B 2B 2B 1B 800M 400M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$3,093,543,241

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Brochure Summary