← Tributary

AMPERSAND CAPITAL GROUP, L.P.

BURLINGAME, CA · CRD 329612 · IAPD ↗ · 650-292-1700

$235.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — AMPERSAND CAPITAL GROUP, L.P. reported RAUM up 33% ($176.7M -> $235.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — AMPERSAND CAPITAL GROUP, L.P. (BURLINGAME, CA) is newly SEC-registered with $176.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.