Gallatin Point Capital LLC
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Overview
Gallatin Point Capital LLC is an advisory company that has its headquarters in Greenwich, Connecticut. It has $3.8 billion in assets over 44 client accounts, placing it among the largest firms in the country by assets under management (AUM). The company has a small group, including 18 financial advisors. Gallatin Point Capital LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and stocks.
Gallatin Point Capital LLC oversees 42 of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing client permission. The firm also has two non-discretionary accounts totaling $486.8 million in assets under management. The advisory firm's average account size is $87.3 million. An average financial advisor at Gallatin Point Capital LLC manages around two client accounts, placing it among the most individualized firms in the country.
The company's central office is located at 660 Steamboat Road, Greenwich, Connecticut 6830. The firm is allowed to provide services to clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gallatin Point Capital LLC by the Numbers
$3.8 billion
26
44
$87.3 million
Fee Structure
A financial advisor's fees are based on which service is provided. Fee types charged by Gallatin Point Capital LLC likely consist of any combination of the following fee structures: asset-based, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles, other investment advisers and corporations. Out of its 44 clients, Gallatin Point Capital LLC's biggest client group is pooled investment vehicles. Just 10% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gallatin Point Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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