FORT POINT CAPITAL PARTNERS LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$2,002,678,000
34% change vs. 1 year ago
64% change vs. 3 years ago
175% change vs. 5 years ago
325% change vs. 10 years ago
Employee Count
28
12% change vs. 1 year ago
40% change vs. 3 years ago
56% change vs. 5 years ago
180% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
275 SACRAMENTO STREET, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.3 |
| Total | $2.0 |
| Client | AUM |
|---|---|
| Retail | $1.7 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $2.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 52 | $0.0 |
| Average Individual AUM | $537,135 | |
| HNW | 270 | $1.6 |
| Average HNW AUM | $6,088,644 | |
| Retail Total | 322 | $1.7 |
| Average Retail AUM | $5,192,127 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 73% | $1.2 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 3% | $0.1 |
| Other Pools | 17% | $0.3 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| NEW FORT POINT INSURANCE SERVICES LLC | $0.0 | - | |
| INVESTMENT PARTNERS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| TOUCHSTONE, PAUL, ROBERT | MANAGING MEMBER |
| DRYBROUGH, RALPH, MELVILLE | MANAGING MEMBER |
| JOHNSON, HEIDI, ANN | CHIEF COMPLIANCE OFFICER |
| MCDOWELL, TIMOTHY, TODD | MANAGING MEMBER |
| HAYA, ROY | MEMBER |
| BRINCKERHOFF, ROBIN, TICKNOR | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
15 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY MCDOWELL | SAN FRANCISCO | CA | S66|2014-05-14 | ||||||
| PAUL TOUCHSTONE | SAN FRANCISCO | CA | S63|2009-12-01|S65|2003-05-07 | CHARTERED FINANCIAL ANALYST | |||||
| RALPH DRYBROUGH | SAN FRANCISCO | CA | S63|1997-09-22|S65|1998-04-23 | ||||||
| JOSEPH PITTS | SAN FRANCISCO | CA | S63|2007-11-21|S65|2013-01-28 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC MILLER | SAN FRANCISCO | CA | S63|1995-10-23 | CERTIFIED FINANCIAL PLANNER | |||||
| FREDERICK BRUENNER | SAN FRANCISCO | CA | S63|2017-01-18 | CHARTERED FINANCIAL ANALYST | |||||
| MARK ANDERSON | SAN FRANCISCO | CA | S63|1992-03-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN MCDEVITT | SAN FRANCISCO | CA | S65|2020-09-15|S63|2001-01-05 | ||||||
| OLUSOLA AWOFALA | SAN FRANCISCO | CA | S63|1995-05-26|S65|2011-07-13 | ||||||
| NICHOLAS KING | SAN FRANCISCO | CA | S66|2019-01-19 | ||||||
| JONATHAN MAIER | SAN FRANCISCO | CA | S66|2022-01-07 | ||||||
| ROY HAYA | SAN FRANCISCO | CA | S63|2006-03-05|S65|2019-08-05 | ||||||
| ROBIN BRINCKERHOFF | SAN FRANCISCO | CA | S63|2011-11-03|S65|2011-03-10 | CERTIFIED FINANCIAL PLANNER | |||||
| HEIDI JOHNSON | SAN FRANCISCO | CA | S63|1994-01-26|S66|2014-12-24 | ||||||
| NICHOLAS DEANS | SAN FRANCISCO | CA | S63|2011-06-13|S66|2012-06-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.0 | $0.0 | 0% | 28 | 0 | 0% |
| 2025-04-21 | $2.0 | $0.0 | 0% | 28 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.5 | 34% | 25 | 3 | 12% |
| 2023-04-04 | $1.2 | $0.8 | 73% | 21 | 7 | 33% |
| 2022-04-01 | $1.2 | $0.8 | 64% | 20 | 8 | 40% |
| 2021-04-05 | $0.8 | $1.2 | 148% | 14 | 14 | 100% |
| 2020-04-01 | $0.7 | $1.3 | 175% | 18 | 10 | 56% |
| 2019-04-01 | $0.6 | $1.4 | 232% | 19 | 9 | 47% |
| 2018-04-02 | $0.6 | $1.4 | 251% | 21 | 7 | 33% |
| 2017-04-01 | $0.7 | $1.3 | 201% | 11 | 17 | 155% |
| 2016-04-01 | $0.5 | $1.5 | 325% | 10 | 18 | 180% |
| 2015-04-01 | $0.5 | $1.5 | 325% | 10 | 18 | 180% |
| 2014-04-01 | $0.3 | $1.7 | 646% | 9 | 19 | 211% |
| 2013-04-01 | $0.2 | $1.8 | 996% | 7 | 21 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-01/15/2016, CA-04/25/2008, CO-05/12/2017, CT-01/13/2021, FL-02/24/2010, ID-05/17/2017, IL-06/07/2017, LA-05/17/2017, MA-01/13/2021, MN-05/17/2017, NV-01/20/2016, NY-08/06/2015, OR-01/20/2016, PA-09/03/2024, PR-12/17/2024, TX-08/06/2014, UT-01/20/2016, WA-08/24/2015, WI-05/17/2017, WY-11/09/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV