RIA Intel›Advisers›Pennsylvania›AMPERSAND INVESTMENT MANAGEMENT, LLC

AMPERSAND INVESTMENT MANAGEMENT, LLC

Advisory

N·BRISTOL, PA

Data as of Jul 18, 2022 · Source: SEC Form ADV

Total AUM
$22M
1-Year AUM Growth
-74.5%
3-Year CAGR
-57.0%
Employees
2
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingAug 9, 2019
Latest FilingJul 18, 2022
🔒 Full AUM trend chart and 13 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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