Redondo Beach, CA Office

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.