Gallatin Point Capital Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 287716
· SEC file 801-110146
· Greenwich, CT
· gallatinpoint.com
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $5.7B
- Discretionary
- $5.7B
- Clients
- 44
- Avg AUM / client
- $128M
- Accounts
- 44
- Employees
- 23
AUM over time
$0
$5.7B
Dec 2016
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 44 | $5.7B | 100.0% |
Private funds (43)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $4.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gallatin Point Capital Partners (Jason) Parallel A Lp | Private Equity Fund | Delaware | $887M | 12 |
| Gallatin Point Capital Partners Ii Lp | Private Equity Fund | Delaware | $670M | 40 |
| Gallatin Point Capital Partners Parallel A Lp | Private Equity Fund | Delaware | $469M | 10 |
| Gallatin Point Capital Partners (Jason) Lp | Private Equity Fund | Delaware | $313M | 27 |
| Gallatin Point Capital Partners Lp | Private Equity Fund | Delaware | $275M | 50 |
| Gallatin Point Capital Partners Parallel B Ii Lp | Private Equity Fund | Delaware | $272M | 1 |
| Gallatin Point Capital Partners Parallel A Ii Lp | Private Equity Fund | Delaware | $264M | 13 |
| Gpc Partners Ii Co Invest A Lp | Private Equity Fund | Delaware | $161M | 3 |
| Gpc Income Partners Sma Co Invest (Slate) B Lp | Private Equity Fund | Delaware | $135M | 3 |
| Gpc Income Partners Sma Co Invest (Slate) A Lp | Private Equity Fund | Delaware | $135M | 3 |
| Gpc Br (Premium) Lp | Private Equity Fund | Cayman Islands | $117M | 10 |
| Gpc Br (Fenway) Parallel A Lp | Private Equity Fund | Delaware | $107M | 8 |
| Gpc Income Partners Sma 2022 Lp | Private Equity Fund | Delaware | $98.8M | 4 |
| Gpc Ins Partners Lp | Private Equity Fund | Delaware | $90.2M | 1 |
| Gpc Br (Elevate) Lp | Private Equity Fund | Delaware | $86.9M | 7 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Botein, Matthew, Bernard | Managing Partner | Jan 2017 (10y) | 50% – 75% of Gallatin Point (Gp) Llc (indirect) | |
| Sachs, Lewis, Andrew | Managing Partner | Jan 2017 (10y) | 50% – 75% of Gallatin Point (Gp) Llc (indirect) | |
| Chang, Jerry | Chief Operating Officer And Chief Financial Officer | May 2017 (9y) | Less than 5% | |
| Servidea, Kathleen, M | General Counsel And Chief Compliance Officer | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gallatin Point Lp | Managing Member | Jan 2017 | A | 75% or more |
| Blk (Gallatin) Holdings Llc | Member | Feb 2017 | A | Less than 5% |
| Blackrock, Inc. | Shareholder | Jan 2017 | B | 75% or more of Blackrock Holdco 2, Inc. (indirect) |
| Blackrock Holdco 2, Inc. | Shareholder | Jan 2017 | B | 75% or more of Blackrock Financial Management, Inc. (indirect) |
| Blackrock Financial Management, Inc | Member | Jan 2017 | B | 75% or more of Blk (Gallatin) Holdings, Llc (indirect) |
| Gallatin Point (Gp) Llc | General Partner | Jan 2017 | B | GP / trustee / elected manager of Gallatin Point Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (43, $4.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gallatin Point Capital Partners (Jason) Parallel A Lp | Private Equity Fund | $887M | $0 | 12 |
| Gallatin Point Capital Partners Ii Lp | Private Equity Fund | $670M | $15.0M | 40 |
| Gallatin Point Capital Partners Parallel A Lp | Private Equity Fund | $469M | $15.0M | 10 |
| Gallatin Point Capital Partners (Jason) Lp | Private Equity Fund | $313M | $0 | 27 |
| Gallatin Point Capital Partners Lp | Private Equity Fund | $275M | $15.0M | 50 |
| Gallatin Point Capital Partners Parallel B Ii Lp | Private Equity Fund | $272M | $15.0M | 1 |
| Gallatin Point Capital Partners Parallel A Ii Lp | Private Equity Fund | $264M | $15.0M | 13 |
| Gpc Partners Ii Co Invest A Lp | Private Equity Fund | $161M | $0 | 3 |
| Gpc Income Partners Sma Co Invest (Slate) B Lp | Private Equity Fund | $135M | $1.0M | 3 |
| Gpc Income Partners Sma Co Invest (Slate) A Lp | Private Equity Fund | $135M | $1.0M | 3 |
| Gpc Br (Premium) Lp | Private Equity Fund | $117M | $1.0M | 10 |
| Gpc Br (Fenway) Parallel A Lp | Private Equity Fund | $107M | $1.0M | 8 |
| Gpc Income Partners Sma 2022 Lp | Private Equity Fund | $98.8M | $1.0M | 4 |
| Gpc Ins Partners Lp | Private Equity Fund | $90.2M | $100M | 1 |
| Gpc Br (Elevate) Lp | Private Equity Fund | $86.9M | $1.0M | 7 |
| Gpc Income Partners Sma 2021 Lp | Private Equity Fund | $76.0M | $0 | 4 |
| Gpc Br (Fortuna) Lp | Private Equity Fund | $71.1M | $1.0M | 5 |
| Gpc Br (Hunt Lb Ii) Lp | Private Equity Fund | $66.7M | $1.0M | 2 |
| Gpc Br (Trio) Lp | Private Equity Fund | $56.1M | $1.0M | 6 |
| Gpc Br (Coppola) Lp | Private Equity Fund | $53.1M | $1.0M | 5 |
| Gpc Br (Pontiac) Lp | Private Equity Fund | $49.0M | $1.0M | 5 |
| Gpc Br (Coppola) Ii Lp | Private Equity Fund | $34.1M | $1.0M | 3 |
| Gpc Br (Mercury) Lp | Private Equity Fund | $30.6M | $1.0M | 6 |
| Gpc Br (Fenway) Lp | Private Equity Fund | $24.8M | $1.0M | 7 |
| Gpc Ht (Trio) Lp | Private Equity Fund | $21.4M | $1.0M | 2 |
Top 25 of 43 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 9.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗