# ENTRYPOINT WEALTH MANAGEMENT

ENTRYPOINT WEALTH MANAGEMENT is a Multi Family Office based in Cincinnati, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 2017
- **Assets under management:** $1.5B - $3.0B (Altss estimate)
- **Website:** entrypointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/chriswardcincinnati

## Regulatory record

- **CRD number:** 310922
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310922

## About

ENTRYPOINT WEALTH MANAGEMENT is a state-registered investment adviser in CINCINNATI, OH. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Enterprise Software
- Real Estate
- Private Credit
- Secondaries & Special Situations
- Healthcare Services

## People

- David K. Hixon — Founder & Managing Partner
- John H. Sykes — Founder & Chairman Emeritus

## 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.

### 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.

## Related profiles

- [Entrepreneur’s Investment Office](https://altss.com/profile/entrepreneurs-investment-office)
- [Enumbra](https://altss.com/profile/enumbra)

---

Last updated: 2026-07-06T01:24:16.022Z

Canonical page: https://altss.com/profile/entrypoint-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology