Paul Robert Touchstone
Investment adviser representative at Fort Point Capital Partners LLC
6 yearsExperience
3 statesRegistered in
CFADesignation
$2.9BFirm assets
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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
6 years in the industry.
- Fort Point Capital Partners, LLCMar 2012 to now
- Gordian Investments, LLC.Jun 2017 to Nov 2018
- Stratifi, LLCMay 2013 to Jan 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, 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
- 4640001
- Firm CRD
- 146759