| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyson Mencio Stevens | Chief Compliance Officer - Advisory Business | Under 5% | 2017 |
| Ampersand Partners, LLC | Owner | Over 75% | 2023 |
| Chyrlan Elizabeth Cooper | Coo | Under 5% | 2023 |
&partners reports $14.1 billion in regulatory assets under management on its Form ADV.
&partners reports 475 employees.
&partners is based in Nashville, TN and has been SEC-registered since 1990.
&partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 40 Burton Hills Blvd, Suite 350, Nashville, TN 37215 |
| Phone | 615-255-6431 |
| Fax | 615-782-4111 |
| Office hours | 8:00-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $13.99B |
| Non-discretionary | $154.3M |
| Total (RAUM) | $14.15B |