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FORT POINT CAPITAL

BOSTON, MA · CRD 164067 · IAPD ↗ · fortpointcapital.com · 617-303-2123

$522.6MRegulatory AUM
12Advisory reps
18Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — FORT POINT CAPITAL grew from 10 to 12 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.