Fort Point Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,473,206,817
Clients
431
Advisors
19
across 10 offices
About
Fort Point Capital Partners provides investment management and financial planning primarily to high‑net‑worth individuals and family offices through discretionary separately managed accounts and by acting as Program Manager for a series of private pooled vehicles (Investment Partners, LLC). The firm’s pooled offerings include multi‑series private funds that allocate to private credit, opportunistic credit, private equity (buyouts, venture, secondaries), and real estate, and investors in those funds must meet accredited/qualified investor standards described in the offering documents.
The firm describes its investment approach as risk management focused—emphasizing global diversification, active risk management, and cost control—and integrates tax‑aware techniques such as systematic tax‑loss harvesting across indexed exposures. Fort Point also implements hedging and monetization strategies, uses options and other derivatives in some accounts, and may allocate to third‑party managers or recommend separately managed accounts for specialized strategies.
Compared with many peers, Fort Point both sponsors and manages private fund vehicles (including fund‑of‑funds structures with segregated side‑pockets and investor opt‑in features) and receives fund‑level incentive allocations or performance‑based fees on those pooled products while waiving certain management fees for Fort Point clients. The firm notes layered fees and audits for pooled vehicles, employs derivative and leverage strategies in certain separate accounts, and maintains custody arrangements (including standing letters of authorization and annual surprise examinations) for pooled fund assets.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 0.90% $10,000,001 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.40% $100,000,001+: Negotiable
Performance-based fees or incentive allocations on some Fort Point Private Investment Funds, e.g., up to 10% incentive allocation on AYF series funds, 10% or 5% incentive fees on GEO and REO classes, 5% incentive fee on COF classes.
Account minimum: $1,000,000
Main office
See officeThree Embarcadero Center, Suite 2350
San Francisco CA 94111
Advisors at this office
10
Offices (10)
San Francisco, CA Three Embarcadero Center
Three Embarcadero Center, Suite 2350, San Francisco, CA 94111
10 advisors
Austin, TX
Austin, TX
1 advisor
Bronxville, NY
Bronxville, NY
1 advisor
Millcreek, UT
Millcreek, UT
1 advisor
Naples, FL 1st Ave South
990 1st Ave South Suite 204, Naples, FL 34102
1 advisor
Most active in
Arizona · California · Colorado · Connecticut · Florida · Idaho · Illinois · Louisiana · Massachusetts · Nevada · New York · Oregon · Pennsylvania · Puerto Rico · Texas · Utah · Vermont · Washington · Wyoming
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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