Established in 2008, Fort Point Capital Partners is an SEC Registered Investment Advisor with offices in San Francisco and New York City.
Our deep domain expertise is delivered to two core audiences.
Private Investors
Our Wealth Advisory group addresses the unique characteristics of each client’s balance sheet and risk exposures. Our clients often have nuanced portfolios that may include substantial concentrated, restricted or otherwise illiquid assets that require a specialized approach to financial planning and investment management.
Institutional Investors
Our Asset Management group provides a broad array of bespoke, option-enhanced portfolio management and hedging solutions as well as a suite of private fund offerings to institutional clients including wealth advisory firms, banks, family offices and non-profit organizations.