Ampfield Management

Ampfield Management, L.P. is an investment adviser based in New York City, established on December 1, 2016. The firm primarily serves sophisticated and institutional investors through discretionary advisory services for pooled investment vehicles and separately managed accounts. As of December 31, 2024, the firm managed approximately $721 million in client assets. Fees: Ampfield charges asset-based fees ranging from 0% to 1% per annum, with fees calculated quarterly based on the total market value of client assets. Performance-based compensation, ranging from 10% to 25%, may be applicable. Clients are also subject to various investment expenses beyond management fees. Investment Strategy: The firm aims to maximize capital appreciation through investments in equities, credit, private securities, and hedging strategies. Clients may have concentrated portfolios in sectors like consumer, retail, industrial, and financial industries, exposing them to associated risks. Investment Discretion: Ampfield provides discretionary investment services, determining securities purchases and sales for client accounts based on individual investment objectives and strategies. The firm may engage in cross transactions between client accounts and has policies in place to address trading errors. Custody: While the firm does not maintain physical custody of client assets, an affiliate is deemed to have custody due to its role as a general partner. Client assets are held by unaffiliated custodians, and annual audits are conducted for compliance. Proxy Voting: The firm may vote proxies on behalf of clients, following established policies and procedures to ensure votes are in the best interests of clients. Clients are not permitted to direct their votes in a particular solicitation. Financial Stability: Ampfield does not solicit prepayment exceeding $1,200 or have financial conditions likely to impair meeting contractual commitments. The firm has not been subject to bankruptcy in the past ten years. For more information, clients can contact Ryan Saba, the Chief Compliance Officer, at [email protected] or 212-400-9533.