Fort Point Capital Partners Llc

EST. AUM
$2,894,516,636

CONTACTS
15

CLIENT ACCOUNTS
1,918

Firm Details

Metro area San Francisco
CRD Number 146759
Website fortpointcap.com
Client types

Overview

Fort Point Capital Partners was founded in 2008 and specializes in advisory for individuals and Family Offices. On the traditional side, they build portfolios out of ETFs and Mutual Funds. Their goals overall are to control tax efficiency, risk, fees, and liquidity. Fort Point generally uses an options overlay strategy. On the private side, Fort Point manages their own series of private funds under the name "IP." The private funds include the Asymmetric Return Fund, Hedged Strategies Funds, Tactical Strategies Fund, Special Situations Fund, Alternative Yield Funds, and a Tactical Alpha Program.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fort Point Capital Partners Llc

Platform Details

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