AMALFI INVESTMENTS, LLC

Adviser information for AMALFI INVESTMENTS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Oklahoma, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-121831
SEC ERA File Number 802-121831
SEC CIK Numbers None
SEC CRD Numbers 312466
Legal Entity Identifier None

Principal Office

5309 NW 124TH STREET
OKLAHOMA CITY
OK
United States
Monday - Friday, 9AM - 5PM
Tel: 405-343-2202, Fax: None

Chief Compliance Officer

TODD LECHTENBERGER
CHIEF EXECUTIVE OFFICER, MANAGING MEMBER
5309 NW 124TH STREET
OKLAHOMA CITY
OK
United States
Tel: 405-343-2202
(Full email address available in API data)

Industry Affiliates

AMALFI FUND GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AMALFI FUND LP Hedge Fund $2.8M $0.1M 11

Control Persons

Name Type Entity Title Since Ownership
LECHTENBERGER, TODD, STEPHEN Individual CEO, CCO, MANAGING MEMBER 06/2015 > 75%

No. Employees, Historic

000202120222023202420250 on 6/23/20210 on 3/29/20220 on 3/31/20230 on 3/31/20230 on 3/28/2024