AMPERSAND INVESTMENT MANAGEMENT, LLC

AMPERSAND INVESTMENT MANAGEMENT
BRISTOL, Pennsylvania·8 registered advisors·CRD# 305357
SEC# 801-1173090609-454-5200
01

Firm Overview

AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC

8 registered advisors
Ajay Raghunath Dravid
BRISTOL, Pennsylvania
John Edward Pallat
BRISTOL, Pennsylvania
Joseph Alexander Joslin
BRISTOL, Pennsylvania
Mallika Cheruvu
BRISTOL, Pennsylvania
Peter Mark Campana
PRINCETON, New Jersey
Randolph Scott Victor
BRISTOL, Pennsylvania
Rufus Grady Rankin
BRISTOL, Pennsylvania
Scott Brian Victor
PRINCETON, New Jersey
05

Office Locations

BRISTOL, Pennsylvania
6 advisors
PRINCETON, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. AMPERSAND INVESTMENT MANAGEMENT, LLC (CRD# 305357) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.