AMPERSAND INVESTMENT MANAGEMENT, LLC
Legal name: AMPERSAND INVESTMENT MANAGEMENT
CRD #305357 SEC #801-117309 BRISTOL, PA 609-454-5200
SEC Registered
Total AUM
$22.4M
Discretionary
$22.4M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $22.4M | $22.4M | $0 | 5 | 0 |
| Mar 2022 | $22.4M | $22.4M | $0 | 7 | 0 |
| Jun 2021 | $87.8M | $87.8M | $0 | 8 | 0 |
| Feb 2021 | $87.8M | $87.8M | $0 | 8 | 0 |
| Jan 2021 | $87.8M | $87.8M | $0 | 8 | 0 |
| Dec 2020 | $124.4M | $124.4M | $0 | 8 | 0 |
| Oct 2020 | $124.4M | $124.4M | $0 | 8 | 0 |
| May 2020 | $267.2M | $267.2M | $0 | 7 | 0 |
| Mar 2020 | $267.2M | $267.2M | $0 | 7 | 0 |
| Mar 2020 | $267.2M | $267.2M | $0 | 7 | 0 |
| Nov 2019 | $267.2M | $267.2M | $0 | 4 | 0 |
| Oct 2019 | $267.2M | $267.2M | $0 | 4 | 0 |
| Aug 2019 | $267.2M | $267.2M | $0 | 4 | 0 |
DateJul 2022
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees4
Clients0