&partners
● SEC registered since 1990CRD 3767SEC# 801-37145Nashville, TN
Reg. AUM
$30.27B
Employees
703
Accounts
62,194
Location
Nashville, TN
&partners assets under management
&partners is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 1990. It reports $30.3 billion in regulatory assets under management and employs 703 people.
&partners owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyson Mencio Stevens | Chief Compliance Officer - Advisory Business | Under 5% | 2017 |
| Ampersand Partners, LLC | Owner | Over 75% | 2023 |
| Chyrlan Elizabeth Cooper | Coo | Under 5% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does &partners manage?
&partners reports $30.3 billion in regulatory assets under management on its Form ADV.
How many employees does &partners have?
&partners reports 703 employees.
Where is &partners located?
&partners is based in Nashville, TN and has been SEC-registered since 1990.
Does &partners disclose fund performance?
&partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Burton Hills Blvd, Suite 350, Nashville, TN 37215 |
| Phone | 615-255-6431 |
| Fax | 615-782-4111 |
| Office hours | 8:00-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$30.27B▲ 2480%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$30.27Bregulatory AUM
Discretionary $29.28BNon-discretionary $993.4M