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Gallatin & Company, LLC

Gallatin & Company, LLC. CRD 111984

Gallatin & Company, LLC logo

CRD: 111984

Gallatin & Company, LLC

$98.1M Total AUM
$26.7M Disc. AUM
-3.9% 3Y CAGR
1 Employees
50 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
04-06-2001
Office Locations
1

Office Locations

-- Vero Beach FL

About Gallatin & Company, LLC

Gallatin Capital LLC (Gallatin & Company, LLC) provides private placement and advisory services to selected alternative asset managers and corporate issuers. Founded in 2003, the firm works across public and private market alternative strategies including global macro, commodities, quant and equity long/short/market neutral, credit and distressed, and event-driven/merger arbitrage, with experience in niche private deals such as Asia direct lending and specialized real assets.

Team overview

-- AVG AGE
$98.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

R

RUSSELL WILLIAMS TWISS

Chief Compliance Officer, Managing Member, President

CRD
#5034600
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2022
02-28-2023
03-21-2024
05-01-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $26,685,534 $2,668,553
Non-Discretionary $71,365,402 $1,659,661
Total $98,050,936 $1,850,018

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Equity - OTC:
Available
Municipal Bonds:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Equity - OTC Available Available
Municipal Bonds Available Available
U.S. Government/Agency Available Available
Total Available Available

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