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. operates as an institutional-focused hedge fund organized as a limited partnership. The firm is registered with the SEC (registration dated 2025) and performs commodity pool operator/commodity trading adviser (CPO/CTA) activities while also serving as sponsor, general partner or managing member of pooled investment vehicles. Its advisory work centers on portfolio management for pooled vehicles rather than individual retail accounts. Compensation combines a percentage-of-assets management fee with performance-based fees. Ampersand does not self-identify as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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