Gallatin Point Capital LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 287716
- Registered since
- March 16, 2017
- Website
- www.gallatinpoint.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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