AMALFI INVESTMENTS, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 312466
- Website
- www.amalfiinvestments.com
Firm profile
FINTRXOverview
Amalfi Investments, LLC operates as a small, privately held limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm does not appear to maintain a separate book of advisory clients; instead its manager activity is concentrated inside private fund structures. Public filings mark the organization as unclassified and indicate individual ownership, with no active ESG program and no multi-state advisory registration. Given its role as sponsor and managing member of pooled vehicles, Amalfi’s capital allocation is driven through fund-level decisions rather than retail advisory accounts. That structure typically favors concentrated, manager-directed portfolios and allows the firm to employ hedge-fund style approaches, fee arrangements and investor eligibility standards that differ from retail advisory models.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TODD LECHTENBERGER
CEOCRD 7243556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 11901 N MacArthur Blvd
- Time zone
- CT (UTC-6)
- Office locations
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