AMPERSAND MANAGEMENT LLC
Legal name: AMPERSAND CAPITAL PARTNERS
CRD #161522 SEC #801-73588 BOSTON, MA 781-239-0700
SEC Registered Private Funds
Total AUM
$2.8B
Discretionary
$2.8B
Employees
34
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBS, J. DAVID | I | GENERAL COUNSEL; CHIEF LEGAL OFFICER | NA | Control |
| JACOBS, J. DAVID | I | GENERAL COUNSEL; CHIEF LEGAL OFFICER | NA | Control |
| MCCLARY, LORETTA | I | CONTROLLER, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | CONTROLLER, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | CONTROLLER, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | TREASURER, CHIEF FINANCIAL OFFICER | NA | Control |
| MCCLARY, LORETTA | I | DIRECTOR OF TAX, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | DIRECTOR OF TAX, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | DIRECTOR OF TAX, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | DIRECTOR OF TAX, COMPLIANCE ADMINISTRATOR | NA | Control |
| MCCLARY, LORETTA | I | DIRECTOR OF TAX, COMPLIANCE ADMINISTRATOR | NA | Control |
| NILES, DANA, L | I | CFO; CHIEF COMPLIANCE OFFICER | NA | Control |
| NILES, DANA, L | I | CFO; CHIEF COMPLIANCE OFFICER | NA | Control |
| NILES, DANA, L | I | CFO; CHIEF COMPLIANCE OFFICER | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| NILES, DANA, L | I | CCO, PARTNER AND COO | NA | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING GENERAL PARTNER; CEO | D | Control |
| CHARPIE, RICHARD, ALAN | I | CCO | D | |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | MANAGING PARTNER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| CHARPIE, RICHARD, ALAN | I | FOUNDER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER; CEO | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
| HOOPER, HERBERT, H | I | MANAGING PARTNER & MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
MA
Address
ONE POST OFFICE SQUARESUITE 2900
BOSTON, MA 02109
United States
Phone: 781-239-0700