Investment adviser · CRD 146759

FORT POINT CAPITAL PARTNERS LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $2.89B
Client accounts: 1,918
Employees: 32
Advisory professionals: 17

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	346	$2,442,787,285	84.4%
Pooled investment vehicles	10	$421,309,819	14.6%
Individuals	85	$30,419,532	1.1%

Filing source

Form ADV 2086529 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INVESTMENT PARTNERS, LLC - HEDGED STRATEGIES FUNDOther Private Fund · Last reported Dec 17, 2024$3.66MGross asset value

Form D fundraising filings

Cypress Point Investment Solutions, LLC

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-4156313352
Reported beneficial owners: 125
Minimum commitment: $250K
Form D file number: 021-158378

Form ADV 1920364 · Dec 17, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - ALTERNATIVE YIELD FUND VOther Private Fund · Last reported May 6, 2021$2.53MGross asset value

Form D fundraising filings

Investment Partners, LLC - Alternative Yield Fund V

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-2980679077
Reported beneficial owners: 13
Minimum commitment: $250K
Form D file number: 021-370610

Form ADV 1539219 · May 6, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - ASYMMETRIC RETURN FUNDOther Private Fund · Last reported Dec 17, 2024$1.35MGross asset value

Form D fundraising filings

Investment Partners, LLC - Asymmetric Return Fund

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-2616055839
Reported beneficial owners: 70
Minimum commitment: $250K
Form D file number: 021-213459

Form ADV 1920364 · Dec 17, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - STRATIFI TAIL RISK FUND IHedge Fund · Last reported Mar 29, 2018$252KGross asset value

Form D fundraising filings

Investment Partners, LLC - StratiFi Tail Risk Fund I

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-7242368525
Reported beneficial owners: 3
Minimum commitment: $250K
Form D file number: 021-281039

Form ADV 1200470 · Mar 29, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

275 SACRAMENTO STREET, 8TH FLOOR
SAN FRANCISCO, CA, 94111, United States

CRD 146759

Filing source

Form ADV 2086529 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.