# Epta Capital Management

Epta Capital Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** eptacapitalmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/epta-capital-management

## Regulatory record

- **CRD number:** 338727
- **SEC file number:** 802-134741
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338727

## About

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.

## Sectors

- Community banks and specialty finance

## People

- Jay Goldstein — Chairman
- Bob Marino — Vice Chairman
- David Gerson — Managing Director
- Andy Rachlin — Managing Director
- Andi Phillips — Managing Director
- Mike Soumekh — Principal, CIO & COO

## Related profiles

- [Income Focus Advisors LLC](https://altss.com/profile/income-focus-advisors-llc)
- [HAAS TRADE ADVISORS LLC](https://altss.com/profile/haas-trade-advisors-llc)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/epta-capital-management

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