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SALLYPORT

HOUSTON, TX · CRD 327533 · IAPD ↗ · sallyportinvestments.com · 281-423-0260

$156.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — SALLYPORT PARTNERS is now doing business as SALLYPORT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
April 2025 — SALLYPORT reported RAUM up 59% ($100.4M -> $159.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — SALLYPORT PARTNERS now reports custody of client assets ($200.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
February 2024 — SALLYPORT PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2024 — SALLYPORT PARTNERS now reports 1 private fund(s) ($100.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.