AMPHORA EQUITY PARTNERS LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 336575
- Registered since
- August 28, 2025
Firm profile
FINTRXOverview
Amphora Equity Partners LLC operates as a private equity sponsor and managing member of pooled investment vehicles. The firm is organized as a limited liability company and is SEC-registered. Its filings identify it as an entity that acts as sponsor, general partner and managing member for private funds rather than as a traditional wealth adviser serving retail accounts. The firm is not flagged as an active ESG investor, it is not a multi-state adviser, and it does not report itself as a capital allocator in the adviser classification. Amphora’s public profile centers on running closed-end private equity vehicles. There is no disclosure of a retail client base, publicly listed advisory fee schedules, or conventional advisory product lines such as wrap programs or model-managed accounts. Its regulatory classification is unclassified, which aligns with a focus on pooled investment vehicle management rather than individual client advisory services.
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
Contacts
3 of 3Keith Caldwell
PartnerCRD 8095267
NICHOLAS DICARLO
Managing PartnerCRD 6023429
David West
Managing PartnerCRD 8095271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 411 W Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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