FORT POINT CAPITAL
FORT POINT CAPITAL, LLC Legal Name
Adviser information for FORT POINT CAPITAL last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $610.1M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $610.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $610.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119135 |
|---|---|
| SEC ERA File Number | 801-119135 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164067 |
| Legal Entity Identifier | None |
Principal Office
185 DARTMOUTH STREET10TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 617-303-2123, Fax: 617-303-2446
Chief Compliance Officer
MICHAEL SCHIAVO
CHIEF FINANCIAL OFFICER
185 DARTMOUTH ST
10TH FLOOR
BOSTON
MA
United States
Tel:
617-303-2445
M*******@*******************M
(Full email address available in API data)
Regulatory Contact
PAUL LIPSON
MEMBER
185 DARTMOUTH ST
10TH FLOOR
BOSTON
MA
United States
Tel:
617-303-2121
P******@*******************M
(Full email address available in API data)
Industry Affiliates
| FPC SMALL CAP PARTNERS I, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| FPC SMALL CAP PARTNERS II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| FPC SMALL CAP PARTNERS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FPC SMALL CAP FUND I, L.P. | Private Equity Fund | $35.1M | $5.0M | 28 |
| FPC SMALL CAP FUND II-A, L.P. | Private Equity Fund | $66.8M | $5.0M | 2 |
| FPC SMALL CAP FUND II, L.P. | Private Equity Fund | $164.5M | $5.0M | 26 |
| FPC SMALL CAP FUND III-A, L.P. | Private Equity Fund | $39.8M | $5.0M | 3 |
| FPC SMALL CAP FUND III, L.P. | Private Equity Fund | $301.9M | $5.0M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ABLON, BROOKE, WINFRED | Individual | – | MEMBER | 11/2010 | 50-75% |
| LIPSON, PAUL, ADAM | Individual | – | MEMBER | 11/2010 | 50-75% |
| Schiavo, Michael, Stephan | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | 02/2023 | < 5% |