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FORT POINT CAPITAL PARTNERS LLC

SAN FRANCISCO, CA · CRD 146759 · IAPD ↗ · fortpointcap.com · (415) 449-0570

$2.89BRegulatory AUM
17Advisory reps
32Employees
0Clients
251-500Planning clients
10Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FORT POINT CAPITAL PARTNERS LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — FORT POINT CAPITAL PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — FORT POINT CAPITAL PARTNERS LLC reported RAUM up 45% ($2.00B -> $2.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2026 — FORT POINT CAPITAL PARTNERS LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — FORT POINT CAPITAL PARTNERS LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — FORT POINT CAPITAL PARTNERS LLC reported RAUM up 34% ($1.49B -> $2.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — FORT POINT CAPITAL PARTNERS LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — FORT POINT CAPITAL PARTNERS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — FORT POINT CAPITAL PARTNERS LLC reported RAUM up 29% ($1.16B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — FORT POINT CAPITAL PARTNERS LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.