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| Ampersand Management LLC
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|---|---|
| CRD # | 161522 |
| SEC # | 801-73588 |
| CIK # | 0001862105 |
| AUM | 3,093.5 M (2026-03-30) |
| Employees | 38 (87% 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 | AUM |
|---|---|---|---|---|
| PE | Ampersand 2023 Limited Partnership | [2023-03-31] | 1,245.5 M | |
| Filed 2022-08-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ampersand CF Limited Partnership | [2021-03-31] | 491.3 M | |
| Filed 2020-10-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ampersand 2020 Limited Partnership | [2020-03-30] | 683.2 M | |
| Filed 2020-03-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ampersand 2018 Limited Partnership | [2018-03-30] | 673.5 M | |
| Filed 2018-03-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ampersand 2014 Limited Partnership | [2014-03-28] | 153.9 M | 7.9 M |
| Filed 2010-10-25 (D/A) · Exemption 506 · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Ampersand 2001 Companion Fund Limited Partnership | 2012-02-14 | 0.0 M | |
| PE | Ampersand 2001 Limited Partnership | 2012-02-14 | 0.5 M | |
| PE | Ampersand 2006 Limited Partnership | 2012-02-14 | 1.9 M | |
| PE | Ampersand 2011 Limited Partnership | [2012-02-14] | 153.9 M | 1.7 M |
| Filed 2010-10-25 (D/A) · Exemption 506 · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 3.1 |
| (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 | 3.1 |
| By Discretionary | ||
| Discretionary | 4 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 4 | 3.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Herbert Hooper | Executive Officer | 12 | 2 | |
| Ampersand Management LLC | Promoter | 5 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001862105] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional |
| Fund Types | Private Equity |
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