Gallatin Point Capital LLC

RIASEC RegisteredEst. 2017
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$128M
Accounts
44
Employees
23
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
287716
Registered since
March 16, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gallatin Point Capital LLC is organized as a private equity manager that runs pooled investment vehicles and provides portfolio management for businesses and institutional clients. The firm operates as a sponsor and general partner for funds it manages, and it also allocates to third‑party private equity strategies. Its fee arrangements include percentage‑of‑AUM charges, fixed fees, and performance‑based fees. Gallatin Point identifies itself as an active ESG investor, indicating ESG factors are part of its investment process. The firm’s client base is institutional rather than retail. Its regulatory footprint shows SEC registration in 2017 and it functions as an operating manager of pooled vehicles rather than primarily as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jerry Chang

    Jerry Chang

    Chief Operating Officer & Chief Financial OfficerCRD 4962008

  • Kathleen Servidea

    Kathleen Servidea

    General Counsel & Chief Compliance OfficerCRD 6727643

Contacts

2 of 2
  • Lewis Sachs

    Lewis Sachs

    Co-Founder and Managing PartnerCRD 1508951

  • Matthew Botein

    Matthew Botein

    Co-Founder and Managing PartnerCRD 4015236

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

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
660 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth