FORT POINT CAPITAL PARTNERS LLC
CRD #146759 SEC #801-69650 SAN FRANCISCO, CA (415) 449-0570
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$1.7B
Employees
28
Clients
101
Accounts
1,413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2B | $1.7B | $268.2M | 28 | 0 |
| Jul 2025 | $2B | $1.7B | $268.2M | 28 | 0 |
| Apr 2025 | $2B | $1.7B | $268.2M | 28 | 0 |
| Dec 2024 | $1.5B | $1.3B | $201.7M | 25 | 0 |
| Dec 2024 | $1.5B | $1.3B | $201.7M | 25 | 0 |
| Sep 2024 | $1.5B | $1.3B | $201.7M | 25 | 0 |
| Mar 2024 | $1.5B | $1.3B | $201.7M | 25 | 0 |
| Nov 2023 | $1.2B | $1.1B | $90.2M | 21 | 0 |
| Jul 2023 | $1.2B | $1.1B | $90.2M | 21 | 0 |
| Mar 2023 | $1.2B | $1.1B | $90.2M | 21 | 0 |
| Mar 2022 | $1.2B | $1.1B | $85.4M | 20 | 0 |
| May 2021 | $808.3M | $640.4M | $167.9M | 14 | 0 |
| Mar 2021 | $808.3M | $640.4M | $167.9M | 14 | 0 |
| Jan 2021 | $728.9M | $648.5M | $80.4M | 18 | 0 |
| Oct 2020 | $728.9M | $648.5M | $80.4M | 18 | 0 |
| Jun 2020 | $728.9M | $648.5M | $80.4M | 18 | 0 |
| Mar 2020 | $728.9M | $648.5M | $80.4M | 18 | 0 |
| Oct 2019 | $602.7M | $592.9M | $9.8M | 19 | 0 |
| Jul 2019 | $602.7M | $592.9M | $9.8M | 19 | 0 |
| May 2019 | $602.7M | $592.9M | $9.8M | 19 | 0 |
| Mar 2019 | $602.7M | $592.9M | $9.8M | 19 | 0 |
| Mar 2018 | $571.3M | $559.6M | $11.7M | 21 | 0 |
| Jul 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| Jul 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| May 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| May 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| May 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| Mar 2017 | $666M | $637.8M | $28.2M | 11 | 200 |
| Dec 2016 | $471.5M | $409.6M | $61.9M | 10 | 100 |
| Mar 2016 | $471.5M | $409.6M | $61.9M | 10 | 100 |
| Jan 2016 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Jan 2016 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Dec 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Oct 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Aug 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Aug 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Jun 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Mar 2015 | $471.6M | $415.7M | $55.8M | 10 | 100 |
| Aug 2014 | $268.4M | $268.4M | $0 | 9 | 400 |
| May 2014 | $268.4M | $268.4M | $0 | 9 | 400 |
| Mar 2014 | $268.4M | $268.4M | $0 | 9 | 400 |
| Oct 2013 | $251.9M | $251.9M | $0 | 9 | 26 |
| Sep 2013 | $251.9M | $251.9M | $0 | 9 | 26 |
| Aug 2013 | $251.9M | $251.9M | $0 | 9 | 26 |
| Apr 2013 | $227.7M | $227.7M | $0 | 9 | 26 |
| Apr 2013 | $227.7M | $227.7M | $0 | 9 | 26 |
| Oct 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Jul 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Apr 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Mar 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Feb 2012 | $173.5M | $173.5M | $0 | 6 | 26 |
| Jun 2011 | $173.5M | $173.5M | $0 | 10 | -- |
| Jun 2011 | $173.5M | $173.5M | $0 | 10 | -- |
| Apr 2011 | $173.5M | $173.5M | $0 | 10 | -- |
| Apr 2011 | $173.5M | $173.5M | $0 | 10 | -- |
| Mar 2011 | $173.5M | $173.5M | $0 | 10 | -- |
| Dec 2010 | $196.2M | $196.2M | $0 | 10 | -- |
| Aug 2010 | $196.2M | $196.2M | $0 | 10 | -- |
| Jul 2010 | $196.2M | $196.2M | $0 | 10 | -- |
| May 2010 | $196.2M | $196.2M | $0 | 10 | -- |
| Sep 2008 | $205M | $205M | $0 | 5 | -- |
DateNov 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$268.2M
Employees28
Clients0
DateJul 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$268.2M
Employees28
Clients0
DateApr 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$268.2M
Employees28
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.7M
Employees25
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.7M
Employees25
Clients0
DateSep 2024
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.7M
Employees25
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.7M
Employees25
Clients0
DateNov 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.2M
Employees21
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.2M
Employees21
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.2M
Employees21
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$85.4M
Employees20
Clients0
DateMay 2021
Total AUM$808.3M
Discretionary$640.4M
Non-Disc.$167.9M
Employees14
Clients0
DateMar 2021
Total AUM$808.3M
Discretionary$640.4M
Non-Disc.$167.9M
Employees14
Clients0
DateJan 2021
Total AUM$728.9M
Discretionary$648.5M
Non-Disc.$80.4M
Employees18
Clients0
DateOct 2020
Total AUM$728.9M
Discretionary$648.5M
Non-Disc.$80.4M
Employees18
Clients0
DateJun 2020
Total AUM$728.9M
Discretionary$648.5M
Non-Disc.$80.4M
Employees18
Clients0
DateMar 2020
Total AUM$728.9M
Discretionary$648.5M
Non-Disc.$80.4M
Employees18
Clients0
DateOct 2019
Total AUM$602.7M
Discretionary$592.9M
Non-Disc.$9.8M
Employees19
Clients0
DateJul 2019
Total AUM$602.7M
Discretionary$592.9M
Non-Disc.$9.8M
Employees19
Clients0
DateMay 2019
Total AUM$602.7M
Discretionary$592.9M
Non-Disc.$9.8M
Employees19
Clients0
DateMar 2019
Total AUM$602.7M
Discretionary$592.9M
Non-Disc.$9.8M
Employees19
Clients0
DateMar 2018
Total AUM$571.3M
Discretionary$559.6M
Non-Disc.$11.7M
Employees21
Clients0
DateJul 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateJul 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateMay 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateMay 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateMay 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateMar 2017
Total AUM$666M
Discretionary$637.8M
Non-Disc.$28.2M
Employees11
Clients200
DateDec 2016
Total AUM$471.5M
Discretionary$409.6M
Non-Disc.$61.9M
Employees10
Clients100
DateMar 2016
Total AUM$471.5M
Discretionary$409.6M
Non-Disc.$61.9M
Employees10
Clients100
DateJan 2016
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateJan 2016
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateDec 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateOct 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateAug 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateAug 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateJun 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateMar 2015
Total AUM$471.6M
Discretionary$415.7M
Non-Disc.$55.8M
Employees10
Clients100
DateAug 2014
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees9
Clients400
DateMay 2014
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees9
Clients400
DateMar 2014
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees9
Clients400
DateOct 2013
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees9
Clients26
DateSep 2013
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees9
Clients26
DateAug 2013
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees9
Clients26
DateApr 2013
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees9
Clients26
DateApr 2013
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees9
Clients26
DateOct 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateJul 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees6
Clients26
DateJun 2011
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees5
Clients--