# Fort Point Capital

> Fort Point Capital is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 164067
- Filed as: FORT POINT CAPITAL
- Legal name: Fort Point Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164067
- AdvisorCensus page: https://advisorcensus.com/firm/fort-point-capital-boston-ma-164067

## Quick answers

**How is Fort Point Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Fort Point Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Fort Point Capital located?**
Fort Point Capital's principal office is in Boston, MA, according to its Form ADV.

**Is Fort Point Capital registered with the SEC or a state?**
Fort Point Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 164067.

**How much does Fort Point Capital manage?**
Fort Point Capital reports $522,572,989 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Fort Point Capital's assets and staff changed since 2021?**
In the Form ADV data for Fort Point Capital: Regulatory assets under management: $321,752,365 in the October 2021 data and $522,572,989 in the October 2026 data, up 62%. Total employees: 9 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fort Point Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Fort Point Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164067

**What changed in Fort Point Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $660,010,003 to $522,572,989 (-21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $522,572,989
- Discretionary: $522,572,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $522,572,989 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortpointcapital.com
- LinkedIn @fort-point-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $321,752,365 | 9 | March 29, 2021 |
| October 2022 | $329,764,646 | 10 | July 25, 2022 |
| October 2023 | $657,028,193 | 11 | March 24, 2023 |
| October 2024 | $610,100,475 | 14 | April 15, 2024 |
| October 2025 | $660,010,003 | 15 | March 27, 2025 |
| October 2026 | $522,572,989 | 18 | March 24, 2026 |

Regulatory assets under management: $321,752,365 in the October 2021 data and $522,572,989 in the October 2026 data, up 62%.
Total employees: 9 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $660,010,003 to $522,572,989 (-21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fort Point Capital (CRD 164067): Form ADV filing data as of October 2026.