A complete list of active advisors currently associated with Fort Point Capital Partners LLC

Warmer can help you find a great advisor at Fort Point Capital Partners LLC or one who fits your needs even better.

Fort Point provides financial planning and discretionary portfolio management primarily to high‑net‑worth individuals and family offices, and also acts as program manager and managing member for a series of private pooled investment vehicles (the FPPI/Investment Partners platform). Services include individually managed accounts, sub‑advisory or co‑advisory arrangements, and the recommendation or placement of client assets into private funds and third‑party managers. The firm describes its investment role as risk management focused on global diversification, active risk management, and cost control, and it incorporates tax‑aware practices such as systematic tax‑loss harvesting using ETFs. Fort Point also implements hedging and monetization overlays for other advisors and uses options and derivatives strategies as part of portfolio and overlay management. What is distinctive about Fort Point relative to many multi‑team peers is its sponsorship and operational management of a multi‑series, fund‑of‑funds private investment program that allocates to underlying managers across alternative yield, growth equity, real estate, and credit strategies, including structures with segregated side pockets and investor opt‑in provisions. The firm receives performance‑based incentive allocations at the pooled‑vehicle level (while not charging performance fees on individually managed accounts) and maintains in‑house derivative and overlay capabilities to support those pooled strategies.

To learn more about the advisors currently working at Fort Point Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.