Epta Capital Management
eptacapitalmgmt.com Direct investor
Epta Capital Management is an investment firm that partners with financial services businesses, focusing on community banks and specialty finance platforms. It provides capital, structuring expertise, and operational support.
Epta Capital Management is an investor. It invests directly in companies, at growth, in community banks and specialty finance.
“We partner with management teams and owners to support and participate in their growth across community banks and specialty finance platforms.”
— Epta Capital Management, own website
- Layer
- Direct investor
- Type
- Other
- Stage
- Growth
- Invests in
- U.S.
- Sectors
- community banks, specialty finance
Team, as Epta Capital Management publishes it
- Jay Goldstein Chairman
- Bob Marino Vice Chairman
- David Gerson Managing Director
- Andy Rachlin Managing Director
- Andi Phillips Managing Director
- Mike Soumekh Principal, CIO & COO
Names and roles exactly as listed on eptacapitalmgmt.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Epta Capital Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.eptacapitalmgmt.com/name, is_investor, layer, type, invests_in_geographies, stage_min, stage_max, sectors, thesis_quote, thesis_quote_page, description, status
- https://www.eptacapitalmgmt.com/our-teampeople
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 3892 · added 2026-09-03 · link last verified 2026-09-06 · confidence medium
Similar investors
- Brevet Capital ManagementOther · New York, United States
- Colchis Capital Management, L.P.Other · San Francisco, United States
- Corrum Capital ManagementOther · Charlotte, United States
- Ghost Tree PartnersOther · Growth · Irvine, United States
- Ivy Asset GroupOther · Charleston, United States
- Kora Management LPOther · Brooklyn, United States