|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ampersand Management LLC
✚
|
|
|---|---|
| CRD # | 161522 |
| SEC # | 801-73588 |
| CIK # | 0001862105 |
| AUM | $2.8 B (2025-03-28) |
| Employees | 34 (88% Investors, 0% Brokers) |
| Phone | 781-239-0700 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ampersand 2023 Limited Partnership | [2023-03-31] | 0.0 | 1,202.4 |
| PE | Ampersand CF Limited Partnership | [2021-03-31] | 0.0 | 524.9 |
| PE | Ampersand 2020 Limited Partnership | [2020-03-30] | 0.0 | 601.5 |
| PE | Ampersand 2018 Limited Partnership | [2018-03-30] | 0.0 | 512.8 |
| PE | Ampersand 2014 Limited Partnership | [2014-03-28] | 153.9 | 7.9 |
| PE | Ampersand 2001 Companion Fund Limited Partnership | 2012-02-14 | 0.0 | |
| PE | Ampersand 2001 Limited Partnership | 2012-02-14 | 0.5 | |
| PE | Ampersand 2006 Limited Partnership | 2012-02-14 | 1.9 | |
| PE | Ampersand 2011 Limited Partnership | [2012-02-14] | 153.9 | 1.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 2.8 |
| By Discretionary | ||
| Discretionary | 4 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 4 | 2.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Herbert Hooper | 12 | |||
| Ampersand Management LLC | 5 | |||
| Amp-20 MC LLC | 3 | |||
| Amp-18 Management Company Limited Partnership | 1 | |||
| Amp-09 Management Company Limited Partnership | 1 | |||
| Amp-09 MC LLC | 1 | |||
| Amp-18 MC LLC | 1 | |||
| Amp-Cf Management Company Limited Partnership | 1 | |||
| Amp-Cf MC LLC | 1 | |||
| Amp-20 Management Company Limited Partnership | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001862105] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pharmakon Advisors LP
✚
|
NY | 2.9 |
|
Anthos Management LP
✚
|
CA | 2.9 |
|
CR Group LP
✚
|
TX | 2.9 |
|
Yellow Wood Partners LLC
✚
|
MA | 2.9 |
|
Popular Asset Management LLC
✚
|
PR | 2.9 |
|
Calera Capital Advisors LP
✚
|
CA | 2.9 |
|
Avesi Partners LLC
✚
|
CT | 2.8 |
|
Unigestion US Ltd
✚
|
NY | 2.8 |
|
Annaly Credit Opportunities Management LLC
✚
|
NY | 2.8 |
|
Access Holdings Management Company LLC
✚
|
MD | 2.8 |