Fort Point Capital Partners LLC
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Learn more about Fort Point Capital Partners LLC
Overview
Fort Point Capital Partners LLC is a financial advisory company that has its headquarters in San Francisco, California. The firm handles $1.2 billion in assets under management over 1,111 accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small team, including 13 financial advisors. Fort Point Capital Partners LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Fort Point Capital Partners LLC manages more than half of its client assets in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing to seek client authorization. It also manages 156 non-discretionary accounts with a total of $90.2 million in AUM. The company manages about $1.0 million for every client account. The average advisor at Fort Point Capital Partners LLC oversees about 85 client accounts.
The firm's central office is located at 275 Sacramento Street, San Francisco, California 94111. Fort Point Capital Partners LLC is allowed to serve investors across 35 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fort Point Capital Partners LLC by the Numbers
$1.2 billion
21
1,111
$1.0 million
Products and Services
Fort Point Capital Partners LLC offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. In the prior financial year, the company provided 101-250 of its clients with financial planning services. The company is not involved in selling products or offering services other than investment advisory services to its investment advisory customers. The firm is also affiliated with a number of other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by the company likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 1,111 customers, Fort Point Capital Partners LLC's largest client group is high net worth investors, although it also caters to 221 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 79.78%
- Other Individuals - 16.61%
- Corporations - 3.61%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fort Point Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
Naples, FL
Narberth, PA
San Francisco, CA
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