EPTA CAPITAL MANAGEMENT
EPTA CAPITAL MANAGEMENT is a Series C+ fund in the US investing in Fintech, specialty-finance and community-banks.
- Stages
- Series C+
- Sectors
- Fintech, specialty-finance, community-banks
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2023
- Assets under management
- $50M
Check size not disclosed
Thesis
EPTA CAPITAL MANAGEMENT is a private equity firm founded in 2023 and headquartered in Pennsylvania, USA. The firm focuses on minority investments in U.S. community banks with assets between $500 million and $5 billion, as well as specialty finance platforms. Their strategy involves providing capital, structuring expertise, and operational support to build and scale institutional businesses, acting as strategic partners with investment horizons of five to seven years, extendable to ten. Epta Capital launched a $50 million fund, with half raised as of October 2025, aiming for full capitalization within three to four months. The firm operates as an Exempt Reporting Adviser (ERA) with the SEC. The firm emphasizes disciplined capital, long-term partnerships, and deep financial services expertise.
Common questions
Does EPTA CAPITAL MANAGEMENT invest at the Series C+ stage?
Yes. EPTA CAPITAL MANAGEMENT lists Series C+ among the stages it invests in.
Where does EPTA CAPITAL MANAGEMENT invest?
EPTA CAPITAL MANAGEMENT invests in the US.