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Building 2FORT POINT CAPITAL

Map pinBOSTON, MA
Phone617-303-2123
NotebookSEC #801-119135
Total AUM
$522.6M
Employees
18
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 DARTMOUTH STREET
10TH FLOOR
BOSTON
MA 02116-5885
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
617-303-2123

ReceiptFinancials

Total AUM
$522.6M
Accounts
5
Discretionary
$522.6M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$522.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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