Falists
← Back to search

SALLYPORT

SALLYPORT PARTNERS INVESTMENT MANAGER, LLC

CRD 327533 · SEC 801-128755

Visit website

3270 SUL ROSS ST., HOUSTON, TX, 77098, United States

Phone

281-423-0260

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.7M

Discretionary AUM

$156.7M

Team

6 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles1$156.7M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD