DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

F••• P•••• C•••••• P••••••• L••

Independent wealth managerSan Francisco, CaliforniaCRD 146759SEC 801-69650website IAPD

Latest filing Mar 31, 2026

First filing on the tape Feb 22, 2012 · 55 filings

SEC status approved since Oct 24, 2008

RAUM

$2.9B

reported, Item 5.F

Discretionary

79%

of RAUM

Private clients

85%

$2.5B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$145M

derived; firm RAUM over IAPD count

Employees

17 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

55 filings and snapshots on the tape

RAUM$2.9B as of Mar 31, 2026

Mar 28, 2012$183M then

HNW client RAUM$2.4B as of Mar 31, 2026

Mar 29, 2018$297M then

State-registered IARs (5.B.3)17 as of Mar 31, 2026

Apr 1, 20138 then

Employees (5.A)32 as of Mar 31, 2026

Apr 1, 20139 then

Private funds10 as of Mar 31, 2026

Mar 29, 201810 then

RAUM +45% over the last fiscal year+36% a year over threeIARs 16 to 17offices 1 to 4

Practice profile

derived from the filing of Mar 31, 2026; every figure names its basis

Archetypes, each a printed rule

ria with heavy a•••••••••s · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
ria with p•••••• funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)

RAUM per advisor: $145MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 22derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $7.1MderivedHNW RAUM over HNW clients
Average account: $1.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 79%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 4.0derived5 offices incl. principal (1.F.5)
RAUM growth, one year: +45%derivedbetween the last two annual amendments
Advisor growth, one year: +6.3%derivedItem 5.B.3 between annual amendments
Client growth, one year: +34%derived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody: $533M, 203 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$2.4B84%
Pooled investment vehicles$421M15%
Individuals$30.4M1.1%

Individual clients: 85reported
HNW clients: 346reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 1,918reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $533M for 203 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.85 fund_share=0.15 institutional_share=0.0 related_bd=false related_bank=false bd_reps=11.0derived

Advisors registered through the firm

20 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
R•••• M••••••• D••••••••	San F••••••••, Ca	Jun 16, 2008	28 y	4
P••• R••••• T•••••••••Chartered Financial Analyst	San F••••••••, Ca	Apr 3, 2012	23 y	4
M••• A•••• A•••••••Certified Financial Planner	San F••••••••, Ca	Jul 17, 2015	34 y	1
R•••• T•••••• B•••••••••Certified Financial Planner	San F••••••••, Ca	Jul 19, 2017	15 y	2
T•••••• T••• M•••••••	San F••••••••, Ca	Dec 14, 2017	14 y	1
J••• H••• M•••••••	San F••••••••, Ca	Sep 16, 2020	25 y	0
O•••••• A••••••	San F••••••••, Ca	Sep 21, 2021	31 y	3
N••••••• S•••• K•••	San F••••••••, Ca	Oct 31, 2021	13 y	1
R•• H•••	San F••••••••, Ca	Nov 15, 2022	20 y	0
J••••• W••• P••••Certified Financial Planner	Millcreek, Ut	Nov 15, 2022	18 y	0
E••• T••••• M•••••Certified Financial Planner	Humacao, Pr	Apr 3, 2023	30 y	0
J••••••• L•••• M••••Certified Financial Planner	San F••••••••, Ca	Mar 20, 2024	13 y	1
A••••• B•••• B••••••	Rolling Hills Estates, Ca	Aug 26, 2024	17 y	2
F•••••••• P• B•••••••Chartered Financial Analyst	San F••••••••, Ca	Sep 4, 2024	14 y	2
C••••••••• J• B•••••••Certified Financial Planner	San F••••••••, Ca	Nov 18, 2024	12 y	1
C••• R• D••••••••	San F••••••••, Ca	Apr 14, 2025	19 y	0
D•••• M•••••• H••••••••	Austin, Tx	Dec 11, 2025	20 y	0
N••••••• V•••••• D••••	Naples, Fl	Jan 5, 2026	15 y	0
J•••• D•••• M••••••	San F••••••••, Ca	Mar 27, 2026	16 y	4
T•••• J••••• S••••	San F••••••••, Ca	Apr 20, 2026	10 y	0

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

S•••••• F•••••• L••••• to S••••• S••••• W••••• M••••••••• L••
Apr 1, 2024 · RIA to RIA
T••••• R• K••••• to K••••• C•••••• M••••••••• L••
Aug 15, 2022 · RIA to a state-registered adviser
P••• C•••• S•••••• to U•• M•••••• A•••••••• I•••
Sep 11, 2020 · Other
B••••••• T••• W•••••• to A••• C•••••• P•••••••• L••
Jul 9, 2020 · RIA to RIA
A•••• M•• W••••• to A•• A•••••••
Dec 31, 2018 · Other
O••••• J• K••• to A•• A•••••••
Dec 31, 2018 · Other
N••••• R• M••••••• to A•• A•••••••
Dec 31, 2018 · Other
C••••••••• D•••• B••••• to S•••• C••••••• L•
Aug 21, 2008 · Other

Joined, latest

J•••• D•••• M•••••• from P•••••• P•••••• W••••• L••
Mar 27, 2026 · RIA to RIA
C••••••••• J• B••••••• from C•••••••• L••
Nov 18, 2024 · RIA to RIA
A••••• B•••• B•••••• from C•••••••• L••
Aug 26, 2024 · RIA to RIA
J••••••• L•••• M•••• from E•••••••• A•••••••• L••
Mar 20, 2024 · Affiliated broker-dealer or bank to independent RIA
S•••••• F•••••• L••••• from W••••••••• A•••••••
Nov 21, 2021 · RIA to RIA
N••••••• S•••• K••• from A••••••••• L•••
Oct 31, 2021 · Other
O•••••• A•••••• from S•• F•••••••• S••••• I••••••••• G••••
Sep 21, 2021 · RIA to RIA
N••••• R• M••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Jan 22, 2018 · Other
T•••••• T••• M••••••• from C•••••• P•••• C•••••• M••••••••• L••
Dec 14, 2017 · Other
P••• C•••• S•••••• from C•••••• P•••• C•••••• M••••••••• L••
Dec 14, 2017 · Other
A•••• M•• W••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Nov 3, 2017 · Other
O••••• J• K••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Nov 3, 2017 · Other
R•••• T•••••• B••••••••• from W•••• F•••• A•••••••
Jul 19, 2017 · Other
B••••••• T••• W•••••• from S•••••••• W••••• M••••••••• I••
May 12, 2017 · Other
T••••• R• K••••• from F••••• I•••••••••
Dec 23, 2014 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 left for A•• A•••••••
Dec 31, 2018 · San F••••••••, Ca

3 joined from C•••••• P•••• C•••••• M••••••••• L••
Mar 22, 2018 · San F••••••••, Ca · Firm absorbed
2 joined from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Nov 7, 2017 · Chicago, Il

Teams out Teams in

Private funds

18 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
I••••••••• P•••••••• L•• • A••••••••• Y•••• F•••	Other Private Fund	$94.3M	68	Mar 31, 2017
I••••••••• P•••••••• L•• • G••••• E••••• O••••••••• F••• I•	Other Private Fund	$79.3M	82	Mar 31, 2023
I••••••••• P•••••••• L•• • S•••••• S••••••••• F•••no longer reported	Other Private Fund	$63.7M	105	Mar 31, 2017
I••••••••• P•••••••• L•• • C••••• O••••••••• F••• I•	Other Private Fund	$57.1M	103	Mar 30, 2024
I••••••••• P•••••••• L•• • A••••••••• Y•••• F••• I•	Other Private Fund	$52.4M	103	Mar 29, 2018
I••••••••• P•••••••• L•• • R••• E••••• O••••••••• F••• I•	Other Private Fund	$49.2M	101	Mar 31, 2022
I••••••••• P•••••••• L•• • T••••••• S••••••••• F•••no longer reported	Other Private Fund	$41.3M	103	Mar 31, 2017
I••••••••• P•••••••• L•• • G••••• E••••• O••••••••• F••• I•	Other Private Fund	$35.9M	105	Mar 31, 2022
I••••••••• P•••••••• L•• • R••• E••••• O••••••••• F••• I•		$32.4M	102	Mar 31, 2026
I••••••••• P•••••••• L•• • T••••••• A•••• P••••••no longer reported	Hedge Fund	$21.5M	96	Mar 29, 2018
I••••••••• P•••••••• L•• • H••••• S••••••••• F••• I•no longer reported	Other Private Fund	$11.5M	68	Mar 26, 2015
I••••••••• P•••••••• L•• • A••••••••• Y•••• F••• I•	Other Private Fund	$8.4M	50	Mar 31, 2021
I••••••••• P•••••••• L•• • A••••••••• Y•••• F••• I••	Other Private Fund	$7.8M	43	Mar 29, 2018
I••••••••• P•••••••• L•• • C••••• O••••••••• F••• I•	Other Private Fund	$4.5M	41	Mar 30, 2024
I••••••••• P•••••••• L•• • H••••• S••••••••• F•••no longer reported	Other Private Fund	$3.7M	125	Apr 1, 2013
I••••••••• P•••••••• L•• • A••••••••• Y•••• F••• V•no longer reported	Other Private Fund	$2.5M	13	Mar 31, 2021
I••••••••• P•••••••• L•• • A••••••••• R••••• F•••no longer reported	Other Private Fund	$1.4M	70	Apr 1, 2013
I••••••••• P•••••••• L•• • S••••••• T••• R••• F••• I•no longer reported	Hedge Fund	$252,215	3	Mar 29, 2018

Owners and control persons

Schedule A and B, latest filing

D••••••••• R••••• M••••••• · Managing Membercontrol
since 01/2008 · owns 50% to 75%
J••••••• H••••• A•• · Chief Compliance Officercontrol
since 07/2017 · owns less than 5%
M•••••••• T••••••• T••• · Managing Membercontrol
since 12/2017 · owns 5% to 10%
T••••••••• P•••• R••••• · Managing Membercontrol
since 12/2017 · owns 10% to 25%
B••••••••• R••••• T•••••• · Member
since 01/2021 · owns less than 5%
D••••••••• C•••• R• · Member
since 01/2025 · owns less than 5%
H•••• R•• · Member
since 01/2023 · owns 5% to 10%

Related persons

Schedule D 7.A

I••••••••• P•••••••• L••
pooled vehicle sponsory
N•• F••• P•••• I•••••••• S••••••• L••
real estatey

Advisers that list F••• P•••• C•••••• P••••••• L•• as a related person

149862 n
154949 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
San F••••••••, Ca · principal	18	3	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $2,002,678,000 to $2,894,516,636 (+45.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 91.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,298) · 91% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 1,413 to 1,918
Jan 2, 2026 to Mar 31, 2026
Advisory employees · 16 to 17
Jan 2, 2026 to Mar 31, 2026
HNW clients · 270 to 346
Jan 2, 2026 to Mar 31, 2026
Individual clients · 52 to 85
Jan 2, 2026 to Mar 31, 2026
Assets in custody · $375M to $533M
Jan 2, 2026 to Mar 31, 2026
Employees · 28 to 32
Jan 2, 2026 to Mar 31, 2026
Financial planning clients · 101-250 to 251-500
Jan 2, 2026 to Mar 31, 2026
State-registered IARs · 16 to 17
Jan 2, 2026 to Mar 31, 2026
Other offices · 1 to 4
Jan 2, 2026 to Mar 31, 2026
Discretionary RAUM · $1.7B to $2.3B
Jan 2, 2026 to Mar 31, 2026
HNW RAUM · $1.6B to $2.4B
Jan 2, 2026 to Mar 31, 2026
Individual RAUM · $27.9M to $30.4M
Jan 2, 2026 to Mar 31, 2026
Non-discretionary RAUM · $268M to $594M
Jan 2, 2026 to Mar 31, 2026
Pooled vehicle RAUM · $331M to $421M
Jan 2, 2026 to Mar 31, 2026
RAUM · $2.0B to $2.9B
Jan 2, 2026 to Mar 31, 2026
Financial planning clients · 101-250 to 101-250
Mar 31, 2025 to Jul 1, 2025
Accounts · 1,150 to 1,413
Dec 17, 2024 to Mar 31, 2025
HNW clients · 225 to 270
Dec 17, 2024 to Mar 31, 2025
Individual clients · 50 to 52
Dec 17, 2024 to Mar 31, 2025
Pooled vehicle clients · 12 to 10
Dec 17, 2024 to Mar 31, 2025
Assets in custody · $434M to $375M
Dec 17, 2024 to Mar 31, 2025
Employees · 25 to 28
Dec 17, 2024 to Mar 31, 2025
Private funds · 12 to 10
Dec 17, 2024 to Mar 31, 2025
Discretionary RAUM · $1.3B to $1.7B
Dec 17, 2024 to Mar 31, 2025
HNW RAUM · $1.1B to $1.6B
Dec 17, 2024 to Mar 31, 2025
Individual RAUM · $23.4M to $27.9M
Dec 17, 2024 to Mar 31, 2025
Non-discretionary RAUM · $202M to $268M
Dec 17, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $365M to $331M
Dec 17, 2024 to Mar 31, 2025
RAUM · $1.5B to $2.0B
Dec 17, 2024 to Mar 31, 2025
Accounts · 1,111 to 1,150
Nov 9, 2023 to Mar 30, 2024
Advisory employees · 13 to 16
Nov 9, 2023 to Mar 30, 2024
BD registered reps · 8 to 11
Nov 9, 2023 to Mar 30, 2024
HNW clients · 221 to 225
Nov 9, 2023 to Mar 30, 2024
Individual clients · 46 to 50
Nov 9, 2023 to Mar 30, 2024
Pooled vehicle clients · 10 to 12
Nov 9, 2023 to Mar 30, 2024
Assets in custody · $398M to $434M
Nov 9, 2023 to Mar 30, 2024
Employees · 21 to 25
Nov 9, 2023 to Mar 30, 2024
State-registered IARs · 13 to 16
Nov 9, 2023 to Mar 30, 2024
Private funds · 10 to 12
Nov 9, 2023 to Mar 30, 2024
Discretionary RAUM · $1.1B to $1.3B
Nov 9, 2023 to Mar 30, 2024

Signals

6 dated events

F••• P•••• C•••••• P••••••• L•• reported RAUM $2.9B, up 45% from $2.0B (2026-01-02 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
F••• P•••• C•••••• P••••••• L•• reported RAUM $2.0B, up 34% from $1.5B (2024-12-17 to 2025-03-31)
Mar 31, 2025 · RAUM change · derived
S•••••• F•••••• L••••• left F••• P•••• C•••••• P••••••• L•• for S••••• S••••• W••••• M••••••••• L•• (registered 2022-11-29)
Apr 1, 2024 · Advisor changed firm · fact
F••• P•••• C•••••• P••••••• L•• reported RAUM $1.5B, up 29% from $1.2B (2023-11-09 to 2024-03-30)
Mar 30, 2024 · RAUM change · derived
T••••• R• K••••• left F••• P•••• C•••••• P••••••• L•• for K••••• C•••••• M••••••••• L•• (registered 2025-06-10)
Aug 15, 2022 · Advisor changed firm · fact
F••• P•••• C•••••• P••••••• L•• reported RAUM $1.2B, up 51% from $808.3M (2021-05-06 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

F••• P•••• C•••••• P••••••• L•• · Independent Sponsors
shared crd · capital_provider

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/fort-point-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
Website: H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: (415) 449-0570reportedpublic record, Form ADV, Mar 31, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $145Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026