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Epta Capital Management
Epta Capital Management partners with financial services businesses to drive long-term value through capital, structuring expertise, and operational execution.
Epta Capital Management
Epta Capital Management partners with financial services businesses to drive long-term value through capital, structuring expertise, and operational execution. They invest across two complementary strategies: minority investments in U.S. community banks and investments in specialty finance platforms. They partner with management teams and owners to support growth across community banks and specialty finance platforms.
General information
Firm type
Asset Manager
Principals
Jay Goldstein
Chairman
Bob Marino
Vice Chairman
David Gerson
Managing Director
Andy Rachlin
Managing Director
Andi Phillips
Managing Director
Mike Soumekh
Principal, CIO & COO
Sector focus
Frequently asked questions
What is Epta Capital Management?
Epta Capital Management is a asset manager tracked on Altss.
What does Altss track for Epta Capital Management?
Altss maintains an OSINT-verified profile of Epta Capital Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Epta Capital Management's website?
Epta Capital Management's public website is eptacapitalmgmt.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Epta Capital Management?
Epta Capital Management is classified by Altss as a Asset Manager.
How does Altss source intelligence on Epta Capital Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Epta Capital Management's Altss profile last updated?
Epta Capital Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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