FORT POINT CAPITAL PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 146759
- Registered since
- October 24, 2008
- Website
- fortpointcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.39%
- Pooled Investment Vehicles14.56%
- Individuals1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Fort Point Capital Partners LLC is an independent, privately owned registered investment adviser founded in 2008 that manages both individual/family and institutional capital. The firm operates as a capital allocator and provides a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — and offers a range of advisory services including financial planning, portfolio management for individuals and pooled vehicles, and the selection of outside managers. Fort Point also engages in commodity pool operator/commodity trading advisor activities and holds roles such as general partner or managing member in pooled investment vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents11%
- Private Funds7%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
Owners & executives
2 of 2HEIDI JOHNSON
Chief Compliance OfficerCRD 2443764
DAVID HASELWOOD
Independent ContractorCRD 2965939
Contacts
3 of 19ROY HAYA
Managing DirectorCRD 2683621
Tyler Sloan
Associate AdvisorCRD 8227293
Jonathan Maier
Associate AdvisorCRD 7462760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$641M in ETFs
97%
$621M
2%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $64.8M | 99,378 | 10.11% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 275 Sacramento St
- Time zone
- PT (UTC-8)
- Office locations
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