AUMdb

Sallyport Partners Investment Manager, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 327533 · SEC file 801-128755 · Houston, TX · sallyportinvestments.com
☆ Save with Pro ADV data as of Mar 24, 2026
Regulatory AUM
$157M
Discretionary
$157M
Clients
1
Avg AUM / client
$157M
Accounts
1
Employees
6

AUM over time

$100M $160M
Jan 17, 2024 Mar 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $157M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $100M combined gross assets

FundTypeDomicileGross assetsOwners
Sallyport Partners Fund, Lp Private Equity Fund Delaware $100M 32

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Bethancourt, Kyle, Edward Managing Partner Jun 2023 (3y) 75% or more
Foshee, Douglas, Lee Managing Partner Jun 2023 (3y) Less than 5%
Howard, Ryan, Taylor Managing Partner And Chief Compliance Officer Jun 2023 (3y) Less than 5%

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 (1, $100M gross assets)

FundTypeGross assetsMin. investmentOwners
Sallyport Partners Fund, Lp Private Equity Fund $100M $0 32

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2026 1.2 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
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

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: Mar 24, 2026.

View current Form ADV (SEC/IAPD) ↗