AMPERSAND CAPITAL GROUP, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$235M
Discretionary
$235M
100% of AUM
Avg account
$118M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
BURLINGAME, California
CRD number
329612
Registered since
July 1, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ampersand Capital Group, L.P. operates as an institutional-focused hedge fund organized as a limited partnership. The firm is registered with the SEC (registration dated 2025) and performs commodity pool operator/commodity trading adviser (CPO/CTA) activities while also serving as sponsor, general partner or managing member of pooled investment vehicles. Its advisory work centers on portfolio management for pooled vehicles rather than individual retail accounts. Compensation combines a percentage-of-assets management fee with performance-based fees. Ampersand does not self-identify as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • VIRGINIA YEE

    COO, CCO, CFOCRD 2519704

Contacts

1 of 1
  • NIKHIL TRIKHA

    FounderCRD 5355855

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1290 Howard Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth