|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fort Point Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 146759 |
| SEC # | 801-69650 |
| CIK # | 0001589282 |
| AUM | $2.0 B (2025-07-01) |
| Employees | 28 (57% Investors, 39% Brokers) |
| Phone | 415-449-0570 |
| Address | 275 Sacramento Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001589282 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Freshpet Inc | 23.6 | ||
| Smartdata Corp | 19.5 | ||
| Apple Inc | 18.4 | ||
| Microsoft Corp | 16.2 | ||
| Amazon Com Inc | 13.4 | ||
| Alphabet Inc | 11.9 | ||
| Alphabet Inc | 10.5 | ||
| Global MOFY Metaverse Ltd | 9.7 | ||
| Applovin Corp | 9.3 | ||
| Nvidia Corp | 8.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Investment Partners LLC - Real Estate Opportunities Fund II | [2025-03-31] | 86.8 | 18.9 |
| Other | Investment Partners LLC - Credit Opportunities Fund I | [2024-03-30] | 39.8 | 44.5 |
| Other | Investment Partners LLC - Credit Opportunities Fund II | [2024-03-30] | 3.4 | 3.6 |
| Other | Investment Partners LLC - Growth Equity Opportunities Fund II | [2023-03-31] | 59.4 | 46.2 |
| Other | Investment Partners LLC - Growth Equity Opportunities Fund I | [2022-03-31] | 68.0 | 36.5 |
| Other | Investment Partners LLC - Real Estate Opportunities Fund I | [2022-03-31] | 69.5 | 50.5 |
| Other | Investment Partners LLC - Alternative Yield Fund IV | [2021-03-31] | 10.0 | 7.4 |
| Other | Investment Partners LLC - Alternative Yield Fund V | [2021-03-31] | 13.3 | 2.5 |
| Other | Investment Partners LLC - Alternative Yield Fund II | [2018-03-29] | 55.4 | 44.4 |
| Other | Investment Partners LLC - Alternative Yield Fund III | [2018-03-29] | 31.6 | 7.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 0.0 |
| (b) Individuals (high net worth individuals) | 270 | 1.6 |
| (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 | 10 | 0.3 |
| (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 | 1,413 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,228 | 1.7 |
| Non-Discretionary | 185 | 0.3 |
| Total | 1,413 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,413 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Ralph Drybrough | 21 | |||
| Michael Woods | 19 | |||
| Cypress Point Capital Management LLC | 9 | |||
| Jeffrey Wycoff | 7 | |||
| Tim McDowell | 6 | |||
| Fort Point Capital Partners LLC | 20 | |||
| Paul Touchstone | 20 | |||
| Timothy McDowell | 15 | |||
| Cypress LLC | 2 | |||
| Cypress Point Capital Management | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001589282] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patient Capital Management LLC
✚
|
MD | 2.1 |
|
Bristol Gate Capital Partners Inc
✚
|
2.1 | |
|
Zazove Associates LLC
✚
|
NV | 2.1 |
|
Elm Partners Management LLC
✚
|
PA | 2.0 |
|
CornerStone Advisory LLC
✚
|
MD | 2.0 |
|
Fairview Capital Investment Management LLC
✚
|
CA | 2.0 |
|
Aliya Capital Partners LLC
✚
|
FL | 2.0 |
|
ES Barr & Company
✚
|
KY | 2.0 |
|
The Investment House LLC
✚
|
CA | 2.0 |
|
Forza Investment Group LP
✚
|
NJ | 1.9 |