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Ajay Raghunath Dravid

AMPERSAND INVESTMENT MANAGEMENT, LLC·BRISTOL, Pennsylvania
Clean recordAMPERSAND INVESTMENT MANAGEMENT, LLC
10 CANAL STREET, BRISTOL, PA 19007CRD# 2471626Firm CRD# 305357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ajay Raghunath Dravid · BRISTOL, PA
Registration
CRD #2471626 · AMPERSAND INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ajay Raghunath Dravid is a registered financial advisor based in BRISTOL, Pennsylvania, affiliated with AMPERSAND INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
AMPERSAND INVESTMENT MANAGEMENT, LLC
AMPERSAND INVESTMENT MANAGEMENT
AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2471626
Firm CRD# 305357
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ajay Raghunath Dravid offer?
Ajay Raghunath Dravid specializes in Investment Management, Fee-Only Advisory. Contact their office in BRISTOL, Pennsylvania for a consultation.
What are Ajay Raghunath Dravid's credentials?
Ajay Raghunath Dravid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ajay Raghunath Dravid located?
Ajay Raghunath Dravid is based in BRISTOL, Pennsylvania, working with AMPERSAND INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Ajay Raghunath Dravid charge for services?
Ajay Raghunath Dravid's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMPERSAND INVESTMENT MANAGEMENT, LLC?
AMPERSAND INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC

John Edward Pallat
BRISTOL, PA
Rufus Grady Rankin
BRISTOL, PA
Joseph Alexander Joslin
BRISTOL, PA
Mallika Cheruvu
BRISTOL, PA
Randolph Scott Victor
BRISTOL, PA
Peter Mark Campana
PRINCETON, NJ

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Research
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