The AMPERSAND CAPITAL PARTNERS is a privately held investment adviser that advises $3.53Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. AMPERSAND CAPITAL PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 47.83% over the last 5-years.
The Group has been registered with the SEC for 14.44 years and is comprised of 1 filing and 4 relying advisers. They operate out of 3 office locations with their Headquarters at ONE POST OFFICE SQUARE SUITE 2900, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 38 employees comprised of 33 investment and 5 non-investment staff. The total number of Employees increased by 52% over the last 5-years.
Their $3.53Bn in assets advised are owned by 4 private funds, 9 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $3.09Bn or 87.7% of Total Assets and Investment Companies (IC) own $433.97mn or 12.3% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and Long/Short Equity, representing 87.7%, 8.81% and 2.22% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $3.09Bn in assets.
The Group discloses management fees and performance-based fees.
AMPERSAND CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.