# Fort Point Capital Partners LLC

> Fort Point Capital Partners LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 146759
- Filed as: FORT POINT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146759
- AdvisorCensus page: https://advisorcensus.com/firm/fort-point-capital-partners-llc-san-francisco-ca-146759

## Quick answers

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

**Where is Fort Point Capital Partners LLC located?**
Fort Point Capital Partners LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Fort Point Capital Partners LLC registered with the SEC or a state?**
Fort Point Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146759.

**How much does Fort Point Capital Partners LLC manage?**
Fort Point Capital Partners LLC reports $2,894,516,636 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (79% discretionary).

**How have Fort Point Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Fort Point Capital Partners LLC: Regulatory assets under management: $808,256,922 in the October 2021 data and $2,894,516,636 in the October 2026 data, up 258%. Total employees: 14 in October 2021 and 32 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 Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (346); individuals (other than high net worth individuals) (85); pooled investment vehicles (other than investment companies and business development companies) (10).

**Which custodians does Fort Point Capital Partners LLC use?**
Fort Point Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fort Point Capital Partners LLC 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/146759

**What changed in Fort Point Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 17. Regulatory assets under management went from $2,002,678,000 to $2,894,516,636 (+45%). Added an office in El Segundo, CA. Added an office in New York, NY. Added an office in Newport Beach, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,894,516,636
- Discretionary: $2,300,971,627
- Non-discretionary: $593,545,009

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $30,419,532 |
| High net worth individuals | 346 | $2,442,787,285 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $421,309,819 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (17 years)
- Employees: 32 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, ID, IL, LA, MA, NV, NY, OR, PA, PR, TX, UT, VT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- El Segundo, CA
- New York, NY
- Newport Beach, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $808,256,922 | 14 | May 6, 2021 |
| October 2022 | $1,221,297,699 | 20 | March 31, 2022 |
| October 2023 | $1,157,459,412 | 21 | July 7, 2023 |
| October 2024 | $1,491,236,164 | 25 | September 3, 2024 |
| October 2025 | $2,002,678,000 | 28 | July 1, 2025 |
| October 2026 | $2,894,516,636 | 32 | March 31, 2026 |

Regulatory assets under management: $808,256,922 in the October 2021 data and $2,894,516,636 in the October 2026 data, up 258%.
Total employees: 14 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 17.
- Regulatory assets under management went from $2,002,678,000 to $2,894,516,636 (+45%).
- Added an office in El Segundo, CA.
- Added an office in New York, NY.
- Added an office in Newport Beach, CA.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in PR.

### January 2026
- No longer registered or notice-filed in MN, PR, WI.

### December 2025
- Registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fort Point Capital Partners LLC (CRD 146759): Form ADV filing data as of October 2026.