RIA Intelligence

AMPERSAND CAPITAL GROUP, L.P.

CRD #329612 SEC #801-133790 BURLINGAME, CA 650-292-1700
SEC Registered Exempt Reporting Private Funds
Total AUM
$176.7M
Discretionary
$176.7M
Employees
3
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AMPERSAND CAPITAL GROUP GP, LLCDEGENERAL PARTNERNA Control
AMPERSAND CAPITAL GROUP GP, LLCDEGENERAL PARTNERNA Control
AMPERSAND CAPITAL GROUP GP, LLCDEGENERAL PARTNERNA Control
AMPERSAND CAPITAL GROUP GP, LLCDEGENERAL PARTNERNA Control
AMPERSAND CAPITAL GROUP GP, LLCDEGENERAL PARTNERNA Control
YEE, VIRGINIAICOO/CCO/CFONA Control
YEE, VIRGINIAICOO/CCO/CFONA Control
YEE, VIRGINIAICOO/CCO/CFONA Control
YEE, VIRGINIAICOO/CCO/CFONA Control
YEE, VIRGINIAICOO/CCO/CFONA Control
TRIKHA, NIKHILILIMITED PARTNER/MANAGING PARTNERE Control
TRIKHA, NIKHILILIMITED PARTNER/MANAGING PARTNERE Control
TRIKHA, NIKHILILIMITED PARTNER/MANAGING PARTNERE Control
TRIKHA, NIKHILILIMITED PARTNER/MANAGING PARTNERE Control
TRIKHA, NIKHILILIMITED PARTNER/MANAGING PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TRIKHA, NIKHILIAMPERSAND CAPITAL GROUP GP, LLCE Control

Registrations

Federal

IA
May 30, 2025 REGISTERED
ERA
May 30, 2025 REGISTERED

Notice Filings (1)

CA

Address

1290 HOWARD AVENUE
SUITE 201-D
BURLINGAME, CA 94010
United States
Phone: 650-292-1700