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FORT POINT CAPITAL PARTNERS LLC
CRD 146759 · SEC 801-69650
275 SACRAMENTO STREET, 8TH FLOOR, SAN FRANCISCO, CA, 94111, United States
Phone
(415) 449-0570
Fax
(415) 449-0571
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$2.30B
Team
32 total employees; 17 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $30.4M |
| High net worth individuals | 346 | $2.44B |
| Pooled investment vehicles | 10 | $421.3M |
States served
VT, AZ, CA, CO, ID, IL, LA, MA, NV, NY, OR, PA, PR, UT, WY, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD