ELIZABETH PARK CAPITAL MANAGEMENT, LTD

Thesis

Their investment strategy employs fundamental value analysis and a bottoms-up stock-picking process, trading both long and short in public and private equity and preferred securities. Key areas include U.S. banks, thrifts, insurance companies, asset management firms, REITs, BDCs, and fintech businesses, aiming to identify mispriced securities and acquisition candidates. A significant initiative is the Mission Driven Bank Fund, which supports mission-driven banks in underserved communities with an ESG focus, aiming to build a sustainable and inclusive banking system. EPCM also partners with Strandview Capital and the Btech Consortium Fund for community bank technology investments. Portfolios can be concentrated in micro, small, and mid-cap companies, and the firm may use significant cash positions, short selling, and leverage. Non-U.S. securities and derivatives are possible but not primary. As of March 30, 2026, AUM was reported at $393,949,323, with $129,925,075 in managed 13F securities. Typical check size information is not publicly available.

Related lists

• Seed-stage Fintech investors
• Series A Fintech investors
• Series B Fintech investors