Fort Point Capital Partners LLC logo

Fort Point Capital Partners LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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

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.

Other

Account minimum: $1,000,000

Main office

See office

Three Embarcadero Center, Suite 2350

San Francisco CA 94111

Advisors at this office

10

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David H

Series 63, Series 65

Austin, TX

Fort Point Capital Partners LLC

David Haselwood is a financial advisor at Fort Point Capital Partners LLC in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JFL Capital Management, Trilogy, Inc., and Lyon Street Capital. Outside of finance, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, tax-aware strategies, and active use of derivatives, while sponsoring and managing private fund vehicles for its clients.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Timothy M

Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Timothy Mcdowell is a financial advisor at Fort Point Capital Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gordian Investments LLC and Cypress Point Capital Management LLC. He is a managing partner at Fort Point Capital Partners, where he oversees the firm and its investment activities. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles including fund-of-funds with specialized fee structures.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Ralph D

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Ralph Drybrough III is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at several firms including Merrill, Presidio Capital Advisors LLC, Gordian Investments LLC, and Stratifi LLC. Outside of his advisory role, he serves on the board of NAX Group, a company combining corporate and digital assets, where he assists the CEO with strategic initiatives. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm offers discretionary separately managed accounts and manages private pooled vehicles with a focus on risk management, global diversification, and tax-aware strategies.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Olusola A

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Olusola Awofala is a financial advisor at Fort Point Capital Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and ThinkEquity LLC. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active oversight, and tax-aware strategies while sponsoring and managing private fund vehicles and separately managed accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Tyler S

Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has been with Fort Point Capital Partners since 2023. Prior to joining the firm, he was employed at Santa Clara University and Lakeridge High School. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies across discretionary separately managed accounts and private pooled funds that allocate to private credit, private equity, and real estate.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Robin B

CFP®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Robin Brinckerhoff is a CFP® with 15 years of industry experience, currently serving as Managing Director at Fort Point Capital Partners LLC. His prior experience includes roles at Gordian Investments LLC, Wells Fargo Advisors LLC, and North Capital. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled funds across various asset classes. The firm emphasizes risk management, global diversification, and tax-aware strategies in its approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Joseph P

CFP®, Series 63, Series 65

Millcreek, UT

Fort Point Capital Partners LLC

Joseph Pitts is a CFP® with 13 years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC since 2012. He is involved in several volunteer activities including fundraising for Guardsmen Charity Group, volunteering as a financial planner for America’s Mighty Warriors, and instructing at United Krav Maga. He also contributes time to Big Brothers Big Sisters of Utah. 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 private pooled funds. The firm emphasizes risk management, global diversification, tax-aware techniques, and utilizes private credit, private equity, and real estate strategies within its investment approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Frederick B

CFA®, Series 63

Narberth, PA

Fort Point Capital Partners LLC

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience, currently serving as a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior experience includes roles at Gordian Investments and Cypress Point Solutions. He is also the managing member of a family and friends LLC holding a passive investment in Restore Hyper Wellness. 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 private pooled vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles while employing derivative and leverage techniques in certain accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Paul T

CFA®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Paul Touchstone is a CFA® with 20 years of industry experience, currently serving as a partner at Fort Point Capital Partners LLC in San Francisco. His career includes roles at Gordian Investments, Stratifi, Stifel, Stone & Youngberg, and Schroeder Capital Management. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled fund vehicles across private credit, equity, and real estate. The firm’s investment approach emphasizes risk management, global diversification, active risk control, and tax-aware strategies.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jonathan M

CFP®, Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Jonathan Maier is a CFP® and holds a Series 66 license, currently working with Fort Point Capital Partners LLC. He has four years of industry experience, including prior roles at Equitable Advisors, LLC, and involvement with the Oakland Parks and Recreation Foundation. 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 private pooled vehicles. The firm focuses on risk management, global diversification, active risk oversight, and cost control, integrating tax-aware strategies and employing derivative-based hedging in select accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Nicholas D

Series 63, Series 66

Naples, FL

Fort Point Capital Partners LLC

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including NightHawk Capital and Muirfield Investment Partners. Deans serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management through global diversification, active oversight, tax-aware techniques, and the use of derivatives, while sponsoring and managing private fund structures with performance-based fee arrangements.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jacob M

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Jacob Mahoney is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Fort Point Capital Partners in 2026, he worked at Parcion Private Wealth for six years and Coldstream Capital Management for two years, among other roles. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, offering discretionary separately managed accounts and managing private pooled vehicles across a range of alternative asset classes.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Christopher B

CFP®, Series 63, Series 65

Redondo Beach, CA

Fort Point Capital Partners LLC

Christopher Blassick is a CFP® with eight years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC. Prior to joining Fort Point Capital Partners in 2024, he worked at Camden Capital for seven years and Salem Partners for three years. He also holds Series 63 and Series 65 licenses. Fort Point Capital Partners focuses on investment management and financial planning primarily for high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, tax-aware techniques, and employs both discretionary separately managed accounts and private pooled fund structures.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Mark A

CFP®, Series 63

San Francisco, CA

Fort Point Capital Partners LLC

Mark Anderson is a CFP® with 22 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2016. He has also been associated with Lakeside North Capital Advisors, LLC since 2015 and previously worked at Oklo Financial, LLC from 2003 to 2014. In addition to his advisory roles, Mr. Anderson acts as an expert witness providing opinions on investment portfolio value changes. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that focus on private credit, equity, and real estate investments.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Andrew B

Series 63, Series 65

Rolling Hills Estates, CA

Fort Point Capital Partners LLC

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman, Sachs & Co, American Century Investment Services, MassMutual, and Camden Capital LLC. 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 private pooled vehicles. The firm focuses on risk management with global diversification, active oversight, cost control, and tax-aware strategies including systematic tax-loss harvesting.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)