Data / Investment advisers / Massachusetts / Ampersand Capital Partners
Ampersand Capital Partners, Boston, MA: $3.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ampersand Capital Partners is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $3.1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 161522
- SEC file number
- 801-73588
- SEC status
- Approved, effective February 23, 2012
- Legal name
- Ampersand Management LLC
- Main office
- One Post Office Square Suite 2900, Boston, MA 02109
- Phone
- (781) 239-0700
- Website
- ampersandcapital.com
- Regulatory AUM
- $3,093,543,241 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $3,093,543,241
- Accounts
- 4
- Employees
- 38, of which 33 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $3,093,543,241
- Other offices
- 2
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $3.09 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.09 billion | March 30, 2026 |
| December 1, 2025 | $2.84 billion | March 28, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northeast Investment Management Inc | Boston | $3.27 billion | Not listed | adviserinfo.sec.gov |
| Falcon Investment Advisors, LLC | Boston | $3.27 billion | 8 | adviserinfo.sec.gov |
| Santander Securities | Boston | $3.14 billion | Not listed | adviserinfo.sec.gov |
| Winthrop Wealth | Boston | $3.10 billion | Not listed | adviserinfo.sec.gov |
| SVB Wealth | Boston | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Alphasimplex Group, LLC | Boston | $3.09 billion | 1 | adviserinfo.sec.gov |
| AEW Capital Management LP | Boston | $3.02 billion | 1 | adviserinfo.sec.gov |
| Columbia Cent Clo Advisers, LLC | Boston | $3.00 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Ampersand Capital Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.