Fort Point Capital
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 164067
- Registered since
- August 4, 2020
- Website
- www.fortpointcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fort Point Capital is an LLC that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm is SEC-registered (since 2020) and serves institutional clients. Its advisory activity is concentrated on portfolio management for pooled funds, and it occupies sponsor/GP/managing-member roles for those vehicles. The ownership is reported as individual, and the firm charges both a percentage-of-AUM fee and performance-based fees. Fort Point Capital is not described as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Schiavo
CFOCRD 7527438
Contacts
2 of 2
Paul Lipson
PartnerCRD 6059776
Brooke Ablon
PartnerCRD 2626719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 185 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Harbourvest Registered Advisers
RIABoston, MA
Hastings Equity Partners, LLC
RIABoston, MA
O'Rourke & Company, Incorporated
RIABoston, MA
Wincove
RIABoston, MA
Wave Equity Partners
RIABoston, MA
Wealth Effects
RIABoston, MA