AMPERSAND MANAGEMENT LLC

AMPERSAND CAPITAL PARTNERS
BOSTON, Massachusetts·4 registered advisors·CRD# 161522
SEC# 801-735881781-239-0700
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: CARRIED INTEREST
03

Specialties

Retirement Planning
04

Advisors at AMPERSAND MANAGEMENT LLC

4 registered advisors
Dana L Niles
WELLESLEY, Massachusetts
Herbert H Hooper
WELLESLEY, Massachusetts
J. David Jacobs
WELLESLEY, Massachusetts
Richard Alan Charpie
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. AMPERSAND MANAGEMENT LLC (CRD# 161522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.