Ampersand Capital Group, L.P.
Firm details
- Headquarters
- Burlingame, California
- CRD number
- 329612
- Registered since
- July 1, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ampersand Capital Group, L.P. is organized as a limited partnership that operates as a hedge fund manager and commodity pool/CTA-type operator. The firm is SEC-registered (registration listed in 2025) and targets institutional investors. It performs portfolio management for pooled investment vehicles and also functions as sponsor/GP and managing member of those vehicles. Compensation includes both asset-based fees and performance-based fees. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Virginia Yee
COO, CCO, CFOCRD 2519704
Contacts
1 of 1Nikhil Trikha
FounderCRD 5355855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlingame, CA
San Mateo
Location
Burlingame, CA
Headquartered in Burlingame, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 1290 Howard Ave
- Time zone
- PT (UTC-8)
- Office locations
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