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| Happy Holidays!! thanks for using AUM13F!! |
| Fort Point Capital LLC
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| CRD # | 164067 |
| SEC # | 801-119135 |
| CIK # | |
| AUM | $660.0 M (2025-03-27) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 617-303-2123 |
| Address | 185 Dartmouth Street Boston, MA 02116-5885 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FPC Small Cap Fund III-A LP | [2023-03-24] | 0.0 | 39.1 |
| PE | FPC Small Cap Fund III LP | [2023-03-24] | 0.0 | 296.9 |
| PE | FPC Small Cap Fund II-A LP | [2020-03-27] | 110.1 | 81.9 |
| PE | FPC Small Cap Fund II LP | [2020-03-27] | 110.1 | 197.7 |
| PE | FPC Small Cap Fund I LP | [2012-04-27] | 92.7 | 44.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 660.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 660.0 |
| By Discretionary | ||
| Discretionary | 5 | 660.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 660.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.0 | |
| Total | 5 | 660.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Spencer | 9 | ||
| Paul Lipson | 8 | ||
| Brooke Ablon | 5 |
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|---|---|---|
|
ACM Management Company LLC
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OR | 0.7 |
|
Braemont Capital Management LLC
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TX | 0.7 |
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Vendera Management Holdings LLC
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0.7 | |
|
Northleaf Capital Advisors Ltd
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|
Lincoln Peak Capital Management LLC
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|
MA | 0.7 |
|
Gatewood Capital Management LLC
✚
|
NY | 0.7 |
|
Astara Capital Partners LP
✚
|
NY | 0.7 |
|
Acorn Growth Companies LC
✚
|
OK | 0.7 |