Ampfield Management

RIASEC RegisteredEst. 2019

Total AUM

$774M

Discretionary

$774M

100% of AUM

Avg account

$77.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 292722
Registered since: January 30, 2019
Website: ampfieldmanagement.com
Custodians: THE BANK OF NEW YORK MELLON, PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles87.61%
Charitable Organizations10.4%
Corporations / Businesses1.99%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ampfield Management is a limited partnership that registered with the SEC in 2019 and positions itself as a multifaceted alternative manager—operating hedge fund and private equity strategies while also sponsoring pooled vehicles. Its client base is institutional, and it charges both an asset-based fee and performance fees. The firm is registered to act as a CPO/CTA and provides portfolio management for pooled investment vehicles as well as for institutional and business accounts. Corporate roles listed include sponsor, general partner and managing member of funds it runs. Ampfield does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.