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 privately organized investment manager operating as a limited partnership that registered with the SEC in 2019. The firm markets itself to institutional clients and combines hedge fund and private equity strategies while also acting as a sponsor and general partner for pooled vehicles. Its operating model includes commodity pool/CTA activity and portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Compensation follows a mix of asset-based and performance-linked fees. The adviser is not positioned as an active ESG investor and does not identify as a multi-state or pension consulting adviser.