other names
Fort Point Capital Partners is a boutique wealth advisory firm with a unique focus on equity risk management strategies.

Adviser Profile

As of Date 12/17/2024
Adviser Type - Large advisory firm
Number of Employees 25 19.05%
of those in investment advisory functions 16 23.08%
Registration California, Terminated, 10/28/2008
Other registrations (1)
AUM* 1,491,236,164 28.84%
of that, discretionary 1,289,537,875 20.83%
Private Fund GAV* 365,081,898
Avg Account Size 1,296,727 24.47%
% High Net Worth 78.40% -1.74%
SMA’s Yes
Private Funds 12 2
Contact Info (41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 974M 811M 649M 487M 325M 162M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count12 GAV$365,081,898

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Brochure Summary