AMPERSAND CAPITAL GROUP, L.P.

AMPERSAND CAPITAL GROUP, L.P. of BURLINGAME, CA is an SEC-registered investment adviser (CRD 329612). Regulatory assets under management: $235.1M.

Registration

• CRD: 329612
• SEC file number: 801-133790
• Type: Registered investment adviser
• Location: 1290 HOWARD AVENUE, SUITE 201-D, BURLINGAME, CA, 94010
• Phone: 650-292-1700
• Latest filing: 2026-03-12
• Regulatory AUM: $235.1M
• Discretionary AUM: $235.1M
• Clients: 3
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329612 on SEC IAPD (source of record)
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