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AMPERSAND CAPITAL PARTNERS
One Post Office Square
Suite 2900
Boston, Massachusetts 02109
Tel: 781-239-0700
About AMPERSAND CAPITAL PARTNERS
AMPERSAND CAPITAL PARTNERS, formally registered with the SEC as AMPERSAND CAPITAL PARTNERS. The firm was established in 02/23/2012. They have over 2 offices throughout the country.
AMPERSAND CAPITAL PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $2,785,535,662 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161522 |
| SEC# | 801-73588 |
| Assets Managed by Firm | $2,785,535,662 |
| No. of Clients | 5 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,785,535,662 |
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