Ampersand Management LLC
● SEC registered since 2012CRD 161522SEC# 801-73588Boston, MA
Ranks #1,718 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.09B
Fund GAV
$3.09B
Private funds
4
Employees
38
Accounts
4
Location
Boston, MA
Ampersand Management LLC assets under management
Ampersand Management LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $3.1 billion in regulatory assets under management and employs 38 people. Ampersand Management LLC manages 4 private funds with combined gross assets of $3.1 billion, including Ampersand 2023 Limited Partnership. By regulatory assets, it ranks 1,718 of 6,004 private fund managers.
Ampersand Management LLC private funds
4 funds · $3.09B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ampersand 2023 Limited Partnership | Private Equity | $1.25B | $1M |
| Ampersand 2020 Limited Partnership | Private Equity | $683.2M | $500K |
| Ampersand 2018 Limited Partnership | Private Equity | $673.5M | $100K |
See all 4 funds — unlock the full record.
Join to unlock · $37/moAmpersand Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana L Niles Control | Cco, Partner And Coo | Under 5% | 2016 |
| Herbert H Hooper Control | Managing Partner & Managing Member | 50-75% | 2009 |
| Richard Alan Charpie Control | Founder & Managing Member | 50-75% | 2009 |
Frequently asked questions
How much does Ampersand Management LLC manage?
Ampersand Management LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Ampersand Management LLC manage?
Ampersand Management LLC manages 4 private funds with combined gross assets of $3.1 billion.
How many employees does Ampersand Management LLC have?
Ampersand Management LLC reports 38 employees.
Where is Ampersand Management LLC located?
Ampersand Management LLC is based in Boston, MA and has been SEC-registered since 2012.
Does Ampersand Management LLC disclose fund performance?
Ampersand Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Post Office Square, Suite 2900, Boston, MA 02109 |
| Phone | 781-239-0700 |
| Fax | 781-239-0824 |
| Office hours | 9a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$3.09B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$3.09Bregulatory AUM
Discretionary $3.09B
Service providers
Auditor
Custodian