DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A•••••••• C•••••• P•••••••
Legal name A•••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 16 filings
SEC status approved since Feb 23, 2012
RAUM
$3.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
38
33 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$3.1B as of Mar 30, 2026
Mar 26, 2013$543M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 26, 20130 then
Employees (5.A)38 as of Mar 30, 2026
Mar 26, 201315 then
Private funds4 as of Mar 30, 2026
Mar 26, 20134 then
RAUM +8.9% over the last fiscal year+3.4% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $773MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.4B, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.4B for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• 2••• L•••••• P••••••••• | Private Equity Fund | $1.2B | 164 | Mar 31, 2023 |
| A•••••••• 2••• L•••••• P••••••••• | Private Equity Fund | $658M | 99 | Mar 30, 2020 |
| A•••••••• 2••• L•••••• P••••••••• | Private Equity Fund | $447M | 77 | Mar 30, 2018 |
| A•••••••• C• L•••••• P••••••••• | Private Equity Fund | $443M | 76 | Mar 31, 2021 |
| A•••••••• 2••• L•••••• P••••••••• | Private Equity Fund | $7.9M | 55 | Mar 28, 2014 |
| A•••••••• 2••• L•••••• P•••••••••no longer reported | Private Equity Fund | $1.9M | 48 | Feb 14, 2012 |
| A•••••••• 2••• L•••••• P•••••••••no longer reported | Private Equity Fund | $1.7M | 44 | Feb 14, 2012 |
| A•••••••• 2••• L•••••• P•••••••••no longer reported | Private Equity Fund | $470,003 | 42 | Feb 14, 2012 |
| A•••••••• 2••• C•••••••• F••• L•••••• P•••••••••no longer reported | Private Equity Fund | $25,754 | 23 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• R••••••• A••• · Founder & Managing Membercontrolsince 08/2009 · owns 50% to 75%
- H•••••• H••••••• H• · Managing Partner & Managing Membercontrolsince 08/2009 · owns 50% to 75%
- N••••• D•••• L• · Cco, Partner And Coocontrolsince 01/2016 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Amsterdam, Netherlands5 employees
What changed
consecutive filings, newest first
- Advisory employees · 30 to 33Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $1.9B to $2.4BMar 28, 2025 to Mar 30, 2026
- Employees · 34 to 38Mar 28, 2025 to Mar 30, 2026
- Other offices · 1 to 2Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.8B to $3.1BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.8B to $3.1BMar 28, 2025 to Mar 30, 2026
- RAUM · $2.8B to $3.1BMar 28, 2025 to Mar 30, 2026
- Accounts · 5 to 4Aug 19, 2024 to Mar 28, 2025
- Advisory employees · 28 to 30Aug 19, 2024 to Mar 28, 2025
- Pooled vehicle clients · 5 to 4Aug 19, 2024 to Mar 28, 2025
- Assets in custody · $1.5B to $1.9BAug 19, 2024 to Mar 28, 2025
- Employees · 32 to 34Aug 19, 2024 to Mar 28, 2025
- Financial planning clients · unset to Aug 19, 2024 to Mar 28, 2025
- Private funds · 5 to 4Aug 19, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.8B to $2.8BAug 19, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.8B to $2.8BAug 19, 2024 to Mar 28, 2025
- RAUM · $2.8B to $2.8BAug 19, 2024 to Mar 28, 2025
- HQ city · WELLESLEY to BOSTONMar 28, 2024 to Aug 19, 2024
- Accounts · 9 to 5Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 27 to 28Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 9 to 5Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $1.3B to $1.5BMar 31, 2023 to Mar 28, 2024
- Employees · 31 to 32Mar 31, 2023 to Mar 28, 2024
- Private funds · 9 to 5Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.8B to $2.8BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.8B to $2.8BMar 31, 2023 to Mar 28, 2024
- RAUM · $2.8B to $2.8BMar 31, 2023 to Mar 28, 2024
- Accounts · 8 to 9Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 23 to 27Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 9Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $2.2B to $1.3BMar 31, 2022 to Mar 31, 2023
- Employees · 27 to 31Mar 31, 2022 to Mar 31, 2023
- Private funds · 8 to 9Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $2.8BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.7B to $2.8BMar 31, 2022 to Mar 31, 2023
- RAUM · $2.7B to $2.8BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 22 to 23Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $2.2BMar 31, 2021 to Mar 31, 2022
- Employees · 25 to 27Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.2B to $2.7BMar 31, 2021 to Mar 31, 2022
Signals
3 dated events
- Loretta Mcclary (Director Of Tax, Compliance Administrator) no longer on Schedule A of A•••••••• C•••••• P••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- A•••••••• C•••••• P••••••• reported RAUM $2.1B, up 32% from $1.6B (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A•••••••• C•••••• P••••••• reported RAUM $1.3B, up 83% from $720.4M (2017-03-30 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A•••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- A•••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ampersand-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 781-239-0700reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026