AMPERSAND CAPITAL PARTNERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161522
- Registered since
- February 23, 2012
- Website
- ampersandcapital.com
- 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 Partners is an SEC-registered investment adviser organized as a limited liability company that serves institutional clients through pooled private investment vehicles. The firm’s advisory activity centers on managing private equity funds and related pooled structures; it acts as portfolio manager for those vehicles rather than providing broad retail wealth-management services. Fee arrangements combine a percentage-of-assets-under-management and performance-based fees, reflecting a traditional private equity economics model. Ampersand does not position itself as an active ESG investor and its stated business focus is narrow: private equity fund management supplemented by selective use of mutual funds.
Assets & Accounts
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 1DANA NILES
Partner, Chief Operating OfficerCRD 6177166
Contacts
2 of 2RICHARD CHARPIE
FounderCRD 726453
HERBERT HOOPER
Advisor & Managing PartnerCRD 6027811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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