SourcingSourcing

GALLATIN POINT CAPITAL LLC

C25
CRD 287716·SEC 801-110146·GREENWICH, CT
AUM
$5.65B
$1B+
Est. Revenue
$56.5M
@ 1% on AUM
Est. EBITDA
$17.0M
@ 30% margin
Est. Deal Value
$135.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GALLATIN POINT CAPITAL LLC
CRD
287716
SEC file #
801-110146
EIN
000000000
DBA names
—

Economics

AUM
$5.65B
AUM band
$1B+
AUM trajectory
'20'26
$1.26B → $5.65B▲ +348%
Client mix
Pooled Investment Vehicles44

Operations

Employees (total)
23
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
9 advisors → 13 advisors▲ +44%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/gallatin-point-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GALLATIN POINT LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
GALLATIN POINT LP
BLK (GALLATIN) HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:gallatinpoint.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001953091
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-12-29
Edgar Last Filing Date
2022-12-29
Edgar Form D Count
1
Edgar Form D Offerings
2022-12-292022-12-29 · 0001953091-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust80
E*trade4
Edgar Addresses
Mailing
C/O GALLATIN POINT CAPITAL LLC660 STEAMBOAT ROAD, FIRST PLOORGREENWICH, CT 06830
Business
C/O GALLATIN POINT CAPITAL LLC660 STEAMBOAT ROAD, FIRST PLOORGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D2022-12-29 · 0001953091-22-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
BOTEIN, MATTHEW, BERNARD
Executive Officer · 2.5%
4015236
CHANG, JERRY
Executive Officer · 2.5%
4962008
SACHS, LEWIS, ANDREW
Executive Officer · 2.5%
1508951
Servidea, Kathleen, M
Executive Officer · 2.5%
6727643