Ampersand Capital Group manages investments for its private funds, focusing on publicly-traded equity securities. The firm aims for long-term capital appreciation while preserving capital. Ampersand may invest in various securities, including preferred stocks, derivatives, and fixed-income securities. Investors in the funds do not have the opportunity to select investments, as Ampersand makes all investment decisions.
Assets Under Management$180M
Clients2
AdvisorsN/A
Avg. per Client$88M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Ampersand Capital Group manages investments for private funds. Information on fees is not included in this brochure.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.