FORT POINT CAPITAL
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 164067
- Registered since
- August 4, 2020
- Website
- www.fortpointcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fort Point Capital is organized as a limited liability company and operates as a private equity fund manager serving institutional investors. The firm registered with the SEC in 2020 and is owned by an individual. Its core advisory work is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner, and managing member for those vehicles. Fort Point charges traditional asset-based management fees and performance-based fees on the funds it advises. The firm does not present itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Michael Schiavo
CFOCRD 7527438
Contacts
2 of 2PAUL LIPSON
PartnerCRD 6059776
BROOKE ABLON
PartnerCRD 2626719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 185 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
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