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GALLATIN POINT CAPITAL LLC

660 Steamboat Road
Greenwich, Connecticut 06830
Tel: 203-742-0200

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About GALLATIN POINT CAPITAL LLC

GALLATIN POINT CAPITAL LLC, formally registered with the SEC as GALLATIN POINT CAPITAL LLC. The firm was established in 03/16/2017. They have over 1 offices throughout the country.

GALLATIN POINT CAPITAL LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $5,158,256,134 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#287716
SEC#801-110146
Assets Managed by Firm$5,158,256,134
No. of Clients45
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total45$5,158,256,134
Other investment advisers1$80,000,000
Corporations or other businesses1$336,458,348

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