Ejf Capital LLC
EJF Capital LLC is a global institutional alternative asset management firm headquartered in Arlington, Virginia, with a subsidiary in London. Founded in 2005 by Emanuel J. Friedman and Neal Wilson, EJF specializes in regulatory event-driven strategies focusing on the financial services and real estate sectors. The firm manages assets across multiple strategies including hedge funds, private credit, private equity, venture, and real estate, and serves a broad spectrum of institutional investors in over 18 countries. EJF currently has approximately 45 employees worldwide and operates offices in Arlington and London.
Investment Strategy
EJF Capital employs regulatory event-driven investing primarily in financials and real estate, seeking opportunities across the capital structure in both debt and equity. The firm implements a range of strategies including financial debt, real estate (notably qualified opportunity zones), litigation lending, and early-stage fintech through EJF Ventures. EJF leverages expertise in capital markets and bank relationships to identify investing opportunities resulting from regulatory change, market inefficiencies, and complex or mispriced securities. The approach is multi-asset, focusing heavily on capital solutions for community banks, credit risk transfer transactions, and creative private market lending while maintaining exposure to public markets.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FCNCA | FIRST CTZNS BANCSHARES INC N | 3.44% | $4.3M | 2,209 | $1002.52 | $1956.47 | -$74.3K |
B BUSE | FIRST BUSEY CORP | 3.37% | $4.2M | 185,029 | $21.60 | $22.89 | -$110.8K |
W WSBC | WESBANCO INC | 3.31% | $4.2M | 131,537 | $31.57 | $31.63 | -$1.7M |
C COF | CAPITAL ONE FINL CORP | 3.28% | $4.1M | 19,379 | $136.48 | $212.76 | -$11.6K |
G GNW | GENWORTH FINL INC | 3.11% | $3.9M | 502,000 | $5.47 | $7.78 | +$147.9K |