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Building 2FORT POINT CAPITAL PARTNERS LLC

Map pinSAN FRANCISCO, CA
Phone(415) 449-0570
NotebookSEC #801-69650
Total AUM
$2.9B
Employees
32
Clients
441

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 SACRAMENTO STREET
8TH FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(415) 449-0570
Other Offices
4

ReceiptFinancials

Total AUM
$2.9B
Accounts
1,918
Discretionary
$2.3B
Accounts
1,671
Non-Discretionary
$593.5M
Accounts
247

ContactClients

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Individual Clients
85
AUM
$30.4M
HNW Individual Clients
346
AUM
$2.4B
Pooled Vehicle Clients
10
AUM
$421.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLIDILLAMANVNYORPAPRTXUTVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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