David Menzies Haselwood
Investment adviser representative at Fort Point Capital Partners LLC
17 yearsExperience
1 stateRegistered in
$2.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Fort Point Capital Partners LLCNov 2025 to now
- Cansup (cancer Support Network)Sep 2023 to now
- Trilogy, Inc.Oct 2020 to Sep 2023
- Jfl Capital ManagementSep 2018 to Oct 2020
- Lyon Street CapitalDec 2016 to Sep 2018
- Prytime Medical DevicesDec 2014 to Dec 2016
- G-con Manufacturing, LLCApr 2009 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fort Point Capital Partners LLC
$2.9BAssets managed
441Clients
19Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2965939
- Firm CRD
- 146759