Ampersand Capital Group provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Ampersand Capital Group reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($235M across 2 accounts) are managed with discretion. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $235M | 100.0% | $118M |
| Total | 2 | $235M | 100% | $118M |
- Clients
- 2
- Regulatory AUM
- $235M
- AUM share
- 100.0%
- Avg. per client
- $118M
Total
- Clients
- 2
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- $118M
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Ampersand Capital Group is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Nikhil Trikha owns 75% or more of Ampersand Capital Group. It has 3 employees, 1 of them in advisory roles.
Leadership
- Nikhil TrikhaLimited Partner/Managing Partner
- Virginia YeeCOO/CCO/CFO
Staff
- 3 employees
- 1 in advisory functions
- Owns 75% or more of Ampersand Capital Group, L.P.
Nikhil Trikha
Control person · since January 2023
Ampersand Capital Group’s regulatory assets grew from $177M (May 2025) to $235M (March 2026); clients were 2 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $235M | 2 | 3 | 1 |
| May 2025 | $177M | 2 | 3 | 1 |
Besides its headquarters, Ampersand Capital Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1290 Howard Avenue, Suite 201-D, BurlingameHQ
Contact and registration details
- Legal name
- Ampersand Capital Group, L.P.
- Headquarters
- 1290 Howard Avenue, Suite 201-D, Burlingame, CA 94010
- Website
- Not reported
- Phone
- 650-292-1700
- SEC file
- 801-133790
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Ampersand Capital Group has custody of $235M in client assets for 2 clients.
Ampersand Capital Group’s reported 13F holdings for the quarter ended 30 June 2026 total $222M across 7 positions; the largest are Global E Online Ltd (21.7%), Mercadolibre Inc. (20.2%) and Doordash Inc. (16.4%).
Reported 13F holdings
- $222M
- Reported 13F value
- 7
- Positions
- 100.0%
- In the 10 largest
- +21.3%
- Value vs. prior quarter
- Global E Online Ltd21.7%
- Mercadolibre Inc.20.2%
- Doordash Inc. · CL A16.4%
- Axon Enterprise Inc.12.8%
- Shopify Inc. · CL A Sub Vtg Shs11.0%
- Ptc Inc.10.9%
- Booking Holdings Inc.7.0%
Together, the ten largest are 100.0% of reported value.
How many clients does Ampersand Capital Group have?
Ampersand Capital Group has 2 clients and manages $235 million for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Ampersand Capital Group offer?
Ampersand Capital Group provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ampersand Capital Group have?
Ampersand Capital Group has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Ampersand Capital Group?
Ampersand Capital Group’s direct owner is Nikhil Trikha (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Ampersand Capital Group get paid?
Ampersand Capital Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ampersand Capital Group?
Ampersand Capital Group’s main office is at 1290 Howard Avenue, Suite 201-D, Burlingame, CA 94010. Its phone number is 650-292-1700.