# Ampfield Management

> Ampfield Management is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 292722
- Filed as: AMPFIELD MANAGEMENT
- Legal name: Ampfield Management, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292722
- AdvisorCensus page: https://advisorcensus.com/firm/ampfield-management-new-york-ny-292722

## Quick answers

**How is Ampfield Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ampfield Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Ampfield Management located?**
Ampfield Management's principal office is in New York, NY, according to its Form ADV.

**Is Ampfield Management registered with the SEC or a state?**
Ampfield Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 292722.

**How much does Ampfield Management manage?**
Ampfield Management reports $773,956,851 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Ampfield Management's assets and staff changed since 2021?**
In the Form ADV data for Ampfield Management: Regulatory assets under management: $246,554,703 in the October 2021 data and $773,956,851 in the October 2026 data, up 214%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ampfield Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); charitable organizations (1); corporations or other businesses not listed above (1).

**Which custodians does Ampfield Management use?**
Ampfield Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Ampfield Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292722

**Does Ampfield Management state an account minimum?**
Its Form ADV Part 2A brochure dated April 22, 2026 says: "The Adviser’s clients impose a minimum initial investment requirement of up to $1,000,000, which may be waived at the Adviser’s discretion."

**What changed in Ampfield Management's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Adviser’s clients impose a minimum initial investment requirement of up to $1,000,000, which may be waived at the Adviser’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York Mellon
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $773,956,851
- Discretionary: $773,956,851
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $678,043,687 |
| Charitable organizations | 1 | $80,474,771 |
| Corporations or other businesses not listed above | 1 | $15,438,393 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ampfieldmanagement.com
- LinkedIn @AMPFIELD-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,554,703 | 3 | February 26, 2021 |
| October 2022 | $392,211,982 | 3 | May 4, 2022 |
| October 2023 | $315,516,132 | 4 | February 23, 2023 |
| October 2024 | $680,768,726 | 5 | June 3, 2024 |
| October 2025 | $721,256,076 | 5 | April 29, 2025 |
| October 2026 | $773,956,851 | 8 | April 22, 2026 |

Regulatory assets under management: $246,554,703 in the October 2021 data and $773,956,851 in the October 2026 data, up 214%.
Total employees: 3 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 3 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ampfield Management (CRD 292722): Form ADV filing data as of October 2026.