Ampersand Management Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 4
- Avg AUM / client
- $773M
- Accounts
- 4
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $3.1B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ampersand 2023 Limited Partnership | Private Equity Fund | Delaware | $1.2B | 164 |
| Ampersand 2020 Limited Partnership | Private Equity Fund | Delaware | $658M | 99 |
| Ampersand 2018 Limited Partnership | Private Equity Fund | Delaware | $447M | 77 |
| Ampersand Cf Limited Partnership | Private Equity Fund | Delaware | $443M | 76 |
| Ampersand 2014 Limited Partnership | Private Equity Fund | Delaware | $7.9M | 55 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Aarp Employees' Pension Plan Aarp | Washington, DC | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charpie, Richard, Alan | Founder & Managing Member | Aug 2009 (17y) | 50% – 75% | |
| Hooper, Herbert, H | Managing Partner & Managing Member | Aug 2009 (17y) | 50% – 75% | |
| Niles, Dana, L | Cco, Partner And Coo | Jan 2016 (11y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $2.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ampersand 2023 Limited Partnership | Private Equity Fund | $1.2B | $1.0M | 164 |
| Ampersand 2020 Limited Partnership | Private Equity Fund | $658M | $500K | 99 |
| Ampersand 2018 Limited Partnership | Private Equity Fund | $447M | $100K | 77 |
| Ampersand Cf Limited Partnership | Private Equity Fund | $443M | $100K | 76 |
| Ampersand 2014 Limited Partnership | Private Equity Fund | $7.9M | $100K | 55 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Aarp Employees' Pension Plan | Aarp | 2,180 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗