Sallyport
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 327533
- Registered since
- September 20, 2023
- Website
- sallyportinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sallyport is organized as a limited liability company and is classified as a private equity fund. It is SEC‑registered (2023) and owned by an individual, serving an institutional client base. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it functions as a sponsor/GP/managing member of those vehicles. Its fee model combines a percentage-of-assets approach with performance‑based fees. Sallyport is not identified as an active ESG investor and is not described as a multi‑state adviser or pension consultant.
Assets & Accounts
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
Contacts
3 of 4Kyle Bethancourt
Co-Founder and Managing PartnerCRD 5155090

Ryan Howard
Co-Founder and Managing PartnerCRD 6529576

Douglas Foshee
Co-Founder and ChairmanCRD 7786150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3270 Sul Ross St
- Time zone
- CT (UTC-6)
- Office locations
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