Sallyport

RIASEC RegisteredEst. 2023
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$157M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
327533
Registered since
September 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Kyle Bethancourt

    Co-Founder and Managing PartnerCRD 5155090

  • Ryan Howard

    Ryan Howard

    Co-Founder and Managing PartnerCRD 6529576

  • Douglas Foshee

    Douglas Foshee

    Co-Founder and ChairmanCRD 7786150

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Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth