FORT POINT CAPITAL PARTNERS LLC

275 Sacramento Street
8th Floor
San Francisco, California 94111
Tel: (415) 449-0570

About FORT POINT CAPITAL PARTNERS LLC

FORT POINT CAPITAL PARTNERS LLC, formally registered with the SEC as FORT POINT CAPITAL PARTNERS LLC. The firm was established in 10/24/2008. They have over 2 offices throughout the country.

FORT POINT CAPITAL PARTNERS LLC is a San Francisco, California based Financial Planning firm with nearly $1,491,236,164 assets under management, offering retirement planning & investment advisory services to 1150 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146759
SEC#	801-69650
Assets Managed by Firm	$1,491,236,164
No. of Clients	1150
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1150	$1,491,236,164
Individuals (other than high net worth individuals)	50	$23,426,498
High net worth individuals	225	$1,102,727,765

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