FORT POINT CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$523M
Discretionary
$523M
100% of AUM
Avg account
$105M
Accounts
5
Employees
18
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
164067
Registered since
August 4, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fort Point Capital is organized as a limited liability company and operates as a private equity fund manager serving institutional investors. The firm registered with the SEC in 2020 and is owned by an individual. Its core advisory work is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner, and managing member for those vehicles. Fort Point charges traditional asset-based management fees and performance-based fees on the funds it advises. The firm does not present itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth