Ampfield Management, L.P.
- Regulatory AUM
- $774M
- Discretionary
- $774M
- Clients
- 10
- Avg AUM / client
- $77.4M
- Accounts
- 10
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $678M | 87.6% |
| Charitable organizations | 1 | $80.5M | 10.4% |
| Corporations and other businesses | 1 | $15.4M | 1.99% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $562M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ampfield Holdings, L.P. master | Hedge Fund | Cayman Islands | $555M | 70 |
| Sunset Ampfield, L.P. | Private Equity Fund | Cayman Islands | $7.1M | 2 |
| Pergo Ampfield, L.P. | Hedge Fund | Delaware | $500 | 1 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moore, Emerson, Anthony Somers | Limited Partner | Jul 2016 (10y) | 75% or more | |
| Saba, Ryan, Philip | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sunset Holdings I Llc | Limited Partner | Jul 2016 | A | 5% – 10% |
| Lopi Trust, Essex Ftc Inc., As Trustee | Beneficial Owner | Jul 2016 | B | ≈ 3.75% – 10% via Sunset Holdings I Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lopi Trust, Essex Ftc Inc., As Trustee: 75% – 100% of Sunset Holdings I Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
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 (3, $562M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ampfield Holdings, L.P. | Hedge Fund | $555M | $100K | 70 |
| Sunset Ampfield, L.P. | Private Equity Fund | $7.1M | $100K | 2 |
| Pergo Ampfield, L.P. | Hedge Fund | $500 | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.8 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $80.5M (10% of AUM) Apr 2026
- Pershing $15.4M (2% of AUM) Apr 2026
- Jefferies Llc $13.4M (2% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗