SALLYPORT

RIASEC RegisteredEst. 2023
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$157M
Accounts
1
Employees
6
Advisory reps
4

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Anna Hobby

    Director of Business DevelopmentCRD 8054726

  • KYLE BETHANCOURT

    Co-Founder and Managing PartnerCRD 5155090

  • DOUGLAS FOSHEE

    Co-Founder and ChairmanCRD 7786150

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth