Ampersand Capital Partners

Fee-Only (% of Portfolio)

Ampersand Management provides investment management services to private equity funds that focus on middle market growth equity investments in the healthcare sector. Ampersand identifies investment opportunities for the funds and participates in decision-making regarding the acquisition, management, monitoring, and disposition of the portfolio of each fund. Ampersand provides investment advice directly to the funds, not to the individual investors in the funds.

Assets Under Management$2.8B
Clients4
AdvisorsN/A
Avg. per Client$710M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Ampersand Management provides investment advice to private equity funds, not directly to individual investors. Therefore, there are no investment management fees for individual clients.

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Ampersand Capital Partners | TrueAdvisor