AMPERSAND CAPITAL GROUP, L.P.
Adviser information for AMPERSAND CAPITAL GROUP, L.P. last updated from Form ADV on January 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-129433 |
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SEC ERA File Number | 802-129433 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329612 |
Legal Entity Identifier | None |
Principal Office
1290 HOWARD AVENUESUITE 201
BURLINGAME
CA
United States
Monday - Friday, 6:00 AM - 3:00 PM
Tel: 650-292-1700, Fax: None
Chief Compliance Officer
VIRGINIA YEE
COO, CFO
1290 HOWARD AVE
SUITE 201
BURLINGAME
CA
United States
Tel:
415-722-3123
V*******@**********M
(Full email address available in API data)
Industry Affiliates
ACG FUNDS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ACG US FUND, L.P. | Hedge Fund | $0.0M | $1.0M | 1 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TRIKHA, NIKHIL | Individual | – | LIMITED PARTNER/MANAGING PARTNER | 01/2023 | > 75% |
AMPERSAND CAPITAL GROUP GP, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2023 | < 5% |
TRIKHA, NIKHIL | Individual | AMPERSAND CAPITAL GROUP GP, LLC | MANAGER/MEMBER | 01/2023 | > 75% |
YEE, VIRGINIA | Individual | – | COO/CCO/CFO | 08/2023 | < 5% |