The FORT POINT CAPITAL is a privately held investment adviser that advises $4.9Bn in regulatory assets under management held in 4 SEC fund types across 4 investment strategies. FORT POINT CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 178.7% over the last 5-years.
The Group has been registered with the SEC for 19.28 years and is comprised of 3 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 275 SACRAMENTO STREET 8TH FLOOR, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 62 employees comprised of 33 investment and 29 non-investment staff. The total number of Employees increased by 63.16% over the last 5-years.
Their $4.9Bn in assets advised are owned by 18 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $3.85Bn or 78.43% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $965.23mn or 19.68% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and Real Estate, representing 67.74%, 23.26% and 8.45% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $7.01mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FORT POINT CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.