Fort Point Capital Partners LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 146759
- Registered since
- October 24, 2008
- Website
- fortpointcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.39%
- Pooled Investment Vehicles14.56%
- Individuals1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Fort Point Capital Partners LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2008. It serves both individual/family and institutional clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and pooled vehicles, and selection of third‑party advisers. The firm also operates in futures/commodities capacity as a CPO/CTA and holds roles tied to pooled vehicles (sponsor/GP/managing member). Its fee mix includes asset‑based fees, fixed fees, and performance fees. Fort Point does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents11%
- Private Funds7%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
Owners & executives
2 of 2
Heidi Johnson
Chief Compliance OfficerCRD 2443764
David Haselwood
Independent ContractorCRD 2965939
Contacts
3 of 19
Roy Haya
Managing DirectorCRD 2683621
Tyler Sloan
Associate AdvisorCRD 8227293
Jonathan Maier
Associate AdvisorCRD 7462760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$778M in ETFs
94%
$732M
3%
$45.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $76M | 101,566 | 9.78% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 275 Sacramento St
- Time zone
- PT (UTC-8)
- Office locations
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