SAN FRANCISCO, CACRD 146759Latest ADV March 31, 2026
Fort Point Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.9B in regulatory assets under management, 32 employees, 4 offices, and 1,918 accounts.
Assets Under Management
$2.9B
Employees
32
Offices
4 offices
Total Clients
441
Primary office
SAN FRANCISCO, CA
275 SACRAMENTO STREET, 8TH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
346
2
Individuals
19.3%
85
3
Pooled Investment Vehicles
2.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 31, 2026
Discretionary79.5%
$2.3B
79% of total RAUM79.5%
Non-discretionary20.5%
$594M
21% of total RAUM20.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts1,918
10Y AUM Change+$2.2B (+334.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee14:1
10Y Employee Change+21 (+190.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.