SALLYPORT
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
FINTRXOverview
Sallyport is a Limited Liability Company that operates as a private equity fund manager and registered SEC adviser (registration effective 2023). The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it acts as sponsor, general partner and managing member of at least one pooled fund. Sallyport targets institutional investors and structures compensation with a combination of percentage-of-AUM fees and performance-based fees, aligning the manager’s economics with fund returns rather than transaction-based brokerage. Sallyport does not position itself as an ESG-focused manager, and it is not registered as a multi-state adviser. Its business model blends direct manager responsibilities (as GP/sponsor) with allocations to external alternative managers where appropriate—reflecting a hybrid approach between operating as the principal manager of a pooled vehicle and outsourcing certain third-party alternative strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Anna Hobby
Director of Business DevelopmentCRD 8054726
KYLE BETHANCOURT
Co-Founder and Managing PartnerCRD 5155090
DOUGLAS FOSHEE
Co-Founder and ChairmanCRD 7786150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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