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Ampersand Management LLC

● SEC registered since 2012CRD 161522SEC# 801-73588Boston, MA
Export (members)
Ranks #1,570 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.84B
Fund GAV
$2.84B
Private funds
4
Employees
34
Accounts
4
Location
Boston, MA

Ampersand Management LLC assets under management

Ampersand Management LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $2.8 billion in regulatory assets under management and employs 34 people. Ampersand Management LLC manages 4 private funds with combined gross assets of $2.8 billion, including Ampersand 2023 Limited Partnership. By regulatory assets, it ranks 1,570 of 5,911 private fund managers.

Ampersand Management LLC private funds

4 funds · $2.84B GAV
FundTypeGross assetsMin.
Ampersand 2023 Limited PartnershipPrivate Equity$1.2B$1M
Ampersand 2020 Limited PartnershipPrivate Equity$601.5M$500K
Ampersand Cf Limited PartnershipPrivate Equity$524.9M$100K
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Ampersand Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Dana L Niles ControlCco, Partner And CooUnder 5%2016
Herbert H Hooper ControlManaging Partner & Managing Member50-75%2009
Richard Alan Charpie ControlFounder & Managing Member50-75%2009

Frequently asked questions

How much does Ampersand Management LLC manage?

Ampersand Management LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Ampersand Management LLC manage?

Ampersand Management LLC manages 4 private funds with combined gross assets of $2.8 billion.

How many employees does Ampersand Management LLC have?

Ampersand Management LLC reports 34 employees.

Where is Ampersand Management LLC located?

Ampersand Management LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Ampersand Management LLC disclose fund performance?

Ampersand Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Post Office Square, Suite 2900, Boston, MA 02109
Phone781-239-0700
Fax781-239-0824
Office hours9a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$2.84B
Non-discretionary$0
Total (RAUM)$2.84B

Service providers