AMLETH EQUITY GROUP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
335384

Firm profile

FINTRX

Overview

Amleth Equity Group operates as a Limited Liability Company focused on investment management. The firm’s investment activity centers on private equity, indicating a preference for investing in companies that are not publicly traded. While specific details about their client base and fee structure are not disclosed, the firm is characterized as an unclassified entity with no active ESG investment strategies. Additionally, Amleth Equity Group is not a multi-state adviser and does not engage in pension consulting or have affiliations with other advisory firms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joseph Sarci

    CFOCRD 8064889

  • Lelan Namy

    CEOCRD 7289194

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
10808 Bango Farms
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth