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AMPERSAND CAPITAL PARTNERS

AMPERSAND MANAGEMENT LLC

CRD 161522 · SEC 801-73588

Visit website

ONE POST OFFICE SQUARE, SUITE 2900, BOSTON, MA, 02109, United States

Phone

781-239-0700

Fax

781-239-0824

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.09B

Discretionary AUM

$3.09B

Team

38 total employees; 33 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles4$3.09B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD