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| Fort Point Capital Partners LLC
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|
|---|---|
| CRD # | 146759 |
| SEC # | 801-69650 |
| CIK # | 0001589282 |
| AUM | $2.9 B (2026-03-31) |
| Employees | 32 (53% Investors, 34% Brokers) |
| Phone | 415-449-0570 |
| Address | 275 Sacramento Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Investment Partners LLC - Real Estate Opportunities Fund II | [2025-03-31] | 92.5 | 32.4 |
| Other | Investment Partners LLC - Credit Opportunities Fund I | [2024-03-30] | 46.3 | 57.1 |
| Other | Investment Partners LLC - Credit Opportunities Fund II | [2024-03-30] | 3.7 | 4.5 |
| Other | Investment Partners LLC - Growth Equity Opportunities Fund II | [2023-03-31] | 80.5 | 79.3 |
| Other | Investment Partners LLC - Growth Equity Opportunities Fund I | [2022-03-31] | 68.0 | 35.9 |
| Other | Investment Partners LLC - Real Estate Opportunities Fund I | [2022-03-31] | 69.5 | 49.2 |
| Other | Investment Partners LLC - Alternative Yield Fund IV | [2021-03-31] | 10.8 | 8.4 |
| 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] | 61.0 | 52.4 |
| Other | Investment Partners LLC - Alternative Yield Fund III | [2018-03-29] | 31.6 | 7.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 0.0 |
| (b) Individuals (high net worth individuals) | 346 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,918 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,671 | 2.3 |
| Non-Discretionary | 247 | 0.6 |
| Total | 1,918 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 1,918 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|
| Ralph Drybrough | 21 | ||
| Michael Woods | 19 | ||
| Cypress Point Capital Management LLC | 9 | ||
| Jeffrey Wycoff | 7 | ||
| Tim McDowell | 6 | ||
| Paul Touchstone | 20 | ||
| Fort Point Capital Partners LLC | 20 | ||
| Timothy McDowell | 15 | ||
| Cypress LLC | 2 | ||
| Cypress Point Capital Management | 2 | ||
| Joseph Norton | 1 | ||
| Cypress Point Solutions LLC | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001589282] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oakmont Capital Management LLC
✚
|
PA | 3.1 |
|
Paradigm Global Investors LLC
✚
|
TX | 3.0 |
|
Elm Partners Management LLC
✚
|
PA | 3.0 |
|
Acorn Advisory Capital LP
✚
|
NY | 3.0 |
|
Hudson Edge Investment Partners Inc
✚
|
NJ | 2.9 |
|
Veris Wealth Partners LLC
✚
|
CA | 2.9 |
|
Port Capital LLC
✚
|
IL | 2.9 |
|
Bowie Capital Management LLC
✚
|
TX | 2.8 |
|
Berkshire Asset Management LLC
✚
|
PA | 2.8 |
|
Peconic Partners LLC
✚
|
NY | 2.7 |