Gallatin Point Capital LLC is a large advisory firm based in Greenwich. It manages $1.26 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Connecticut and Massachusetts.
Gallatin Point Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gallatin Point Capital LLC is $1.26 billion. The firm's AUM has grown by 25% since the beginning of its operation, and $107.54 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gallatin Point Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Gallatin Point Capital is pooled investment vehicles with 11 clients and $1 billion of assets under management. Among the 7 most similar advisory firms, Gallatin Point Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.26 billion for 12 clients. None of the firm’s clients are foreign persons or businesses.
Gallatin Point Capital also advises several private funds. Namely, eleven private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $100,000,000.
The company employs 14 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gallatin Point Capital LLC performs its advisory services is located at 660 Steamboat Road, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in Wellesley, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-742-0200. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at gallatinpoint.com and its LinkedIn profile.