Gallatin Point Capital LLC (“Gallatin”) is a Delaware limited liability company with its principal place of business in Greenwich, Connecticut. Gallatin was formed in December 2016 and commenced operations as an investment adviser in February 2017. Gallatin is principally owned and controlled by Gallatin Point LP, a Delaware limited partnership, principally owned and controlled by Matthew B. Botein and Lewis A. (Lee) Sachs. Gallatin, together with affiliated general partner entities (for purposes of this Brochure any such affiliated entities are included in the term “Gallatin”), provides investment advice to both pooled investment vehicles and single investment vehicles (collectively, the “Funds” and individually a “Fund”) with respect to the acquisition, management, and disposition of debt and equity investments. Gallatin currently follows two investing strategies, an equity strategy and an income strategy. The equity strategy consists of investment opportunities representing a portfolio of opportunistic businesses, with a primary focus on financial institutions, services and assets. This strategy primarily makes long-term private equity and equity-related investments. The income strategy consists of investments with lower volatility and lower absolute returns than the Gallatin equity strategy. Gallatin’s advisory services consist of investigating, identifying, and evaluating investment opportunities, structuring, negotiating, and making investments on behalf of the Funds, managing, and monitoring the performance of such investments and disposing of such investments. Gallatin also establishes separate investment vehicles to invest in or facilitate the investment in a business, on a deal-by-deal basis. Gallatin also provides non-discretionary investment advice to certain institutional clients. Gallatin has formed one or more parallel entities (the “Parallel Funds”) to accommodate certain non-U.S. investors and certain U.S. tax-exempt investors that will invest in parallel with a Fund. To accommodate investments by certain other investors with special legal, tax or other considerations, Gallatin is authorized to form feeder entities (the “Feeder Funds”) to be used by certain investors to invest in a Fund or any

Parallel Fund. Each Fund’s terms may be different, including with respect to different mandates, minimum investment size, and investment restrictions. Each Fund is a privately offered investment vehicle exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”), and its securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). While Gallatin provides advice focused on opportunistic business investments, Gallatin is authorized to make other types of investments as appropriate under the terms of each Fund’s organizational documents, such as advice related to hedging transactions. Gallatin has entered into an arrangement with a strategic investor (the “Strategic Investor”) whereby the Strategic Investor has the right to provide a significant portion of the aggregate investment amount of each investment sourced by Gallatin for investment by certain Funds or other entity or person for whom Gallatin or any affiliate provides investment advice through investment vehicles established for the Strategic Investor, or certain funds or accounts managed or advised by the Strategic Investor or its affiliates (the “Strategic Investor Funds”). Moreover, the Strategic Investor has acquired a minority interest in Gallatin and has received certain rights that are in addition to, and generally more favorable than, the rights of investors in the Funds, including fee and carried interest rates that are lower than those applicable to investors in the Funds. The Strategic Investor is not a sponsor or promoter of the Funds and has no duties to other investors. The Strategic Investor does not have a voting, equity stake in Gallatin and is not involved in the day-to-day operation of the Funds or in the management of the Funds. There is no guarantee that Gallatin will continue this arrangement with the Strategic Investor in the future. In addition, Gallatin may enter into similar arrangements with other strategic partners in the future. Gallatin does not now, and does not intend to in the future, participate in any wrap fee programs. As of December 31, 2023, Gallatin managed $4,741,797,786 on a discretionary basis, and $416,458,348 on a non-discretionary basis.