← Directory
FORT POINT CAPITAL PARTNERS LLC
CRD 146759File 801-69650
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.89B
Top 25% of cohort (national)
Discretionary AUM
$2.30B
Non-discretionary $593.5M
Clients
441
1,918 accounts
Employees
32
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 24, 2008
- Principal office
- 275 SACRAMENTO STREET, 8TH FLOOR, SAN FRANCISCO, CA, 94111
- Phone
- (415) 449-0570
- Website
- HTTPS://WWW.FORTPOINTCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.89B
- Discretionary AUM
- $2.30B
- Non-discretionary AUM
- $593.5M
- Discretionary accounts
- 1,671
- Non-discretionary accounts
- 247
- Total accounts
- 1,918
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 346 | $2.44B |
| Pooled investment vehicles | 10 | $421.3M |
| Individuals (other than high net worth individuals) | 85 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 32 | increased by4 |
| Apr 1, 2026 | Clients | 332 | 441 | increased by109 |
| Apr 1, 2026 | AUM | $2,002,678,000 | $2,894,516,636 | increased by$891,838,636 |
| Apr 1, 2026 | Accounts | 1,413 | 1,918 | increased by505 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 28 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 251 | 332 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,221,297,699 | $2,002,678,000 | increased by$781,380,301 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,264 | 1,413 | increased by149 |
| Apr 1, 2022 | Employees | 14 | 20 | increased by6 |
| Apr 1, 2022 | Clients | 219 | 251 | increased by32 |
| Apr 1, 2022 | AUM | $808,256,922 | $1,221,297,699 | increased by$413,040,777 |
| Apr 1, 2022 | Accounts | 806 | 1,264 | increased by458 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORT POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORT POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.