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 a privately held limited liability company that operates as a private equity fund. The firm registered with the SEC in 2017 and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also acts as sponsor, general partner, and managing member of pooled investment vehicles. Gallatin Point reports being an active ESG investor. Its fee model includes asset-based fees, fixed fees, and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

    Chief Operating Officer & Chief Financial OfficerCRD 4962008

  • Kathleen Servidea

    General Counsel & Chief Compliance OfficerCRD 6727643

Contacts

2 of 2
  • LEWIS SACHS

    Co-Founder and Managing PartnerCRD 1508951

  • 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