SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fort Point Capital Partners LLC
San Francisco, CA
CRD 146759
Firm filing updated March 31, 2026 ·
- $2.9BAssets
- 441Clients
- 17Advisory staff
- 1,918Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals346
- Individuals85
- Pooled vehicles10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 85 | $30.4 million |
| High net worth individuals | 346 | $2.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $421.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.9 billion
- Accounts1,918
- Discretionary$2.3 billion · 1,671 accounts
- Non-discretionary$593.5 million · 247 accounts
People
- Employees32
- Advisory staff17
- Broker-dealer reps11
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
15 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 146759, SEC file 801-69650.
- Registered with the SEC as an investment advisor (status date on record: October 24, 2008).
Is Fort Point Capital Partners LLC a fiduciary?
Short answer: Fort Point Capital Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 11 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.