San Francisco, CA Three Embarcadero Center Office

Team
Updated today
Fort Point Capital Partners LLC logo

Fort Point Capital Partners LLC

Team

Firm-wide stats for Fort Point Capital Partners LLC

Total advisors

19

Across 10 offices

Clients per advisor

23 Very Low

Avg AUM per client

$5,738,299 Very High

HNW client ratio

80% Very High

About

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.

Based on Fort Point Capital Partners LLC

Expertise

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management

Based on Fort Point Capital Partners LLC

Location

Three Embarcadero Center, Suite 2350

San Francisco CA 94111

Advisors at this office

10

Advisors at this office

user avatar

Timothy M

Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Timothy Mcdowell is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation and 11 years of industry experience. He has worked at Gordian Investments, LLC and Cypress Point Capital Management, LLC, and has been with Fort Point since 2013, where he serves as managing partner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting, and is known for operating a pooled-vehicle platform with performance-based fee structures.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
user avatar

Ralph D

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Ralph Drybrough III is a financial advisor at Fort Point Capital Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Merrill, Presidio Capital Advisors, Gordian Investments, and Stratifi. Outside of his advisory role, Drybrough serves on the board of NAX Group, which integrates corporate and digital assets, assisting with strategic initiatives. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, cost control, and tax-aware strategies, and operates a multi-series fund-of-funds private investment platform across alternative asset classes.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
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 licenses and has worked at Fort Point since 2021, following nine years at San Francisco Sentry Investment Group and Sf Sentry Securities, Inc. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active risk management, and tax-aware strategies, while sponsoring a multi-series, fund-of-funds private investment program that allocates to various alternative and traditional asset classes.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
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Tyler S

Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC in San Francisco, California. He holds a Series 65 designation and has been with Fort Point since 2023. Prior to joining the firm, he studied at Santa Clara University and worked at Lakeridge High School. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active risk control, and tax-aware strategies, and operates a multi-series private investment program across various alternative asset classes.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
user avatar

Robin B

CFP®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Robin Brinckerhoff is a CFP® with 14 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. Prior to joining Fort Point in 2017, Brinckerhoff held roles at Gordian Investments, Wells Fargo Advisors, and Wells Fargo Bank. Fort Point Capital Partners serves family offices and high net worth individuals with financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes risk-focused investment strategies, global diversification, active risk management, and systematic tax-loss harvesting through ETFs.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
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Paul T

CFA®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Paul Touchstone is a CFA® charterholder with 19 years of industry experience. He is a partner at Fort Point Capital Partners LLC in San Francisco, where he has worked since 2012. His prior experience includes roles at Stratifi, LLC and Gordian Investments, LLC. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, including systematic tax-loss harvesting with ETFs.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
user avatar

Jonathan M

CFP®, Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Jonathan Maier is a financial advisor at Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Fort Point in 2024, he worked at Equitable Advisors, LLC from 2021 to 2023. Outside of finance, he has been involved with the Oakland Parks and Recreation Foundation. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
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Jacob M

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Jacob Mahoney is a financial advisor at Fort Point Capital Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Advisors. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes global diversification, active risk management, and cost control, while also managing a multi-series private investment program across alternative yield, growth equity, real estate, and credit strategies.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
user avatar

Mark A

CFP®, Series 63

San Francisco, CA

Fort Point Capital Partners LLC

Mark Anderson is a CFP® with 21 years of industry experience. He is the principal of Lakeside North Capital Advisors, LLC in San Rafael, CA, where he has worked since 2015. He also serves as an expert witness, providing opinions on changes in the value of investment portfolios. Anderson has been associated with Fort Point Capital Partners since 2016. Lakeside North Capital Advisors, LLC is an independent, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and tailored financial consultations, including a specialized Digital Asset Program advising on cryptocurrencies and other digital investments.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
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John M

Series 65, Series 63

San Francisco, CA

Fort Point Capital Partners LLC

John Mcdevitt is a financial advisor at Fort Point Capital Partners LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley & Co. LLC before joining Fort Point and Uhlmann Price Securities, LLC in 2020. Fort Point Capital Partners LLC provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management with global diversification, tax-aware strategies, and operates a multi-series, fund-of-funds private investment program across various alternative asset classes.

Tax-loss harvesting Private / alternative investments Real estate investing Wealth management
View complete list of advisors at this office
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