AMALFI INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
312466

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TODD LECHTENBERGER

    CEOCRD 7243556

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth