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. is organized as a limited partnership that operates as a hedge fund manager and commodity pool/CTA-type operator. The firm is SEC-registered (registration listed in 2025) and targets institutional investors. It performs portfolio management for pooled investment vehicles and also functions as sponsor/GP and managing member of those vehicles. Compensation includes both asset-based fees and performance-based fees. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

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