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ENTRYPOINT WEALTH MANAGEMENT
ENTRYPOINT WEALTH MANAGEMENT is an SEC-registered investment adviser in CINCINNATI, OH. The firm manages approximately $22 million in regulatory assets.
ENTRYPOINT WEALTH MANAGEMENT
ENTRYPOINT WEALTH MANAGEMENT is an SEC-registered investment adviser in CINCINNATI, OH. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Sarasota, FL, United States
Principals
David K. Hixon
Founder & Managing Partner
John H. Sykes
Founder & Chairman Emeritus
Sector focus
Frequently asked questions
Where does Entrypoint Wealth Management's underlying capital come from?
The office manages liquidity generated by the August 2021 sale of Sykes Enterprises to Sitel Group, an all-cash $2.2 billion take-private transaction (per Reuters, 2021). John H. Sykes founded Sykes in 1977 and built it into a global business-process-outsourcing company with 55,000 employees before the sale.
How does Entrypoint source its direct deals?
Entrypoint sources primarily through its relationships with lower-middle-market sponsors, regional investment banks, and operating executives across the southeastern United States. The firm prefers off-market or limited-auction processes where its principals' experience scaling a multinational operating business differentiates them from financial buyers, and it has publicly signaled a preference for Florida-headquartered companies.
Does Entrypoint participate in fund commitments or only direct deals?
Entrypoint focuses almost exclusively on direct deals and co-investments rather than blind-pool fund commitments. The firm structures its private equity exposure through control and minority co-investments alongside sponsors, and it originates its credit exposure directly to borrowers rather than through credit funds.
What is Entrypoint's relationship to the Sykes Family Foundation?
The Sykes Family Foundation, established in 1988, is a separate legal entity from Entrypoint Wealth Management. John Sykes funds the foundation from personal assets, and its grantmaking focuses on education and community development in Florida. The foundation is not an investment vehicle of the family office, though it holds assets managed separately from the family's private investment program.
Who makes investment decisions at the firm?
David K. Hixon, the firm's founder and managing partner, leads investment decisions. Hixon previously directed corporate development at Sykes Enterprises and has operational experience relevant to the firm's lower-middle-market buyout strategy. John Sykes serves as chairman emeritus and is involved in major strategic decisions but does not manage day-to-day investing.
What is the firm's posture on co-investing alongside external GPs?
Entrypoint actively co-invests alongside lower-middle-market private equity sponsors, particularly in situations where the firm can bring operating or governance expertise. The firm prefers to co-lead or take board seats when investing alongside sponsors, reflecting a control-oriented mindset rather than passive co-investment.
Does Entrypoint manage capital for families beyond the Sykes family?
Yes, Entrypoint operates as a multi-family office serving a select number of additional families. These families are typically positioned with similarly illiquid, long-duration asset bases, and the firm does not market itself as a broad wealth-management platform — it remains a tightly held investment office whose outside relationships are by referral only.
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