AMPERSAND CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$773M
Accounts
4
Employees
38
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161522
Registered since
February 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANA NILES

    Partner, Chief Operating OfficerCRD 6177166

Contacts

2 of 2
  • RICHARD CHARPIE

    FounderCRD 726453

  • HERBERT HOOPER

    Advisor & Managing PartnerCRD 6027811

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth