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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.8B | $0 | 34 | 4 |
| Aug 2024 | $2.8B | $2.8B | $0 | 32 | 5 |
| Mar 2024 | $2.8B | $2.8B | $0 | 32 | 5 |
| Mar 2023 | $2.8B | $2.8B | $0 | 31 | 9 |
| Mar 2022 | $2.7B | $2.7B | $0 | 27 | 8 |
| Mar 2021 | $2.2B | $2.2B | $0 | 25 | 8 |
| Mar 2020 | $2.1B | $2.1B | $0 | 19 | 7 |
| Mar 2019 | $1.6B | $0 | $1.6B | 19 | 6 |
| Mar 2018 | $1.3B | $0 | $1.3B | 19 | 6 |
| Mar 2017 | $720.4M | $0 | $720.4M | 20 | 1 |
| Mar 2016 | $875.6M | $0 | $875.6M | 16 | 1 |
| Mar 2015 | $646.3M | $0 | $646.3M | 15 | 1 |
| Mar 2014 | $685.3M | $0 | $685.3M | 16 | 1 |
| Mar 2013 | $542.6M | $0 | $542.6M | 15 | 1 |
| Feb 2012 | $386.4M | $0 | $386.4M | -- | 1 |
DateMar 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees34
Clients4
DateAug 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees32
Clients5
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees32
Clients5
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients9
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees27
Clients8
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients8
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients7
DateMar 2019
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees19
Clients6
DateMar 2018
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees19
Clients6
DateMar 2017
Total AUM$720.4M
Discretionary$0
Non-Disc.$720.4M
Employees20
Clients1
DateMar 2016
Total AUM$875.6M
Discretionary$0
Non-Disc.$875.6M
Employees16
Clients1
DateMar 2015
Total AUM$646.3M
Discretionary$0
Non-Disc.$646.3M
Employees15
Clients1
DateMar 2014
Total AUM$685.3M
Discretionary$0
Non-Disc.$685.3M
Employees16
Clients1
DateMar 2013
Total AUM$542.6M
Discretionary$0
Non-Disc.$542.6M
Employees15
Clients1
DateFeb 2012
Total AUM$386.4M
Discretionary$0
Non-Disc.$386.4M
Employees--
Clients1