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••••••
Legal name F••• P•••• C••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Jun 24, 2020 · 10 filings
SEC status approved since Aug 4, 2020
RAUM
$523M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$523M as of Mar 24, 2026
Mar 29, 2021$322M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 29, 20210 then
Employees (5.A)18 as of Mar 24, 2026
Mar 29, 20219 then
Private funds5 as of Mar 24, 2026
Mar 29, 20213 then
RAUM -21% over the last fiscal year-7.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $105MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -21%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$523M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•• S•••• C•• F••• I••• L••• | Private Equity Fund | $302M | 36 | Mar 24, 2023 |
| F•• S•••• C•• F••• I•• L••• | Private Equity Fund | $164M | 26 | Mar 27, 2020 |
| F•• S•••• C•• F••• I•••• L••• | Private Equity Fund | $66.8M | 2 | Mar 27, 2020 |
| F•• S•••• C•• F••• I••••• L••• | Private Equity Fund | $39.8M | 3 | Mar 24, 2023 |
| F•• S•••• C•• F••• I• L••• | Private Equity Fund | $35.1M | 28 | Apr 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• B•••••• W•••••• · Membercontrolsince 11/2010 · owns 50% to 75%
- L•••••• P•••• A••• · Membercontrolsince 11/2010 · owns 50% to 75%
- S••••••• M••••••• S•••••• · Chief Compliance Officer / Chief Financial Officercontrolsince 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
- F•• S•••• C•• P••••••• I• L•••pooled vehicle sponsorn
- F•• S•••• C•• P••••••• I•• L•••pooled vehicle sponsorn
- F•• S•••• C•• P••••••• I••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 12Mar 27, 2025 to Mar 24, 2026
- Employees · 15 to 18Mar 27, 2025 to Mar 24, 2026
- Discretionary RAUM · $660M to $523MMar 27, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $660M to $523MMar 27, 2025 to Mar 24, 2026
- RAUM · $660M to $523MMar 27, 2025 to Mar 24, 2026
- Advisory employees · 12 to 11Apr 15, 2024 to Mar 27, 2025
- Employees · 14 to 15Apr 15, 2024 to Mar 27, 2025
- Financial planning clients · unset to Apr 15, 2024 to Mar 27, 2025
- Discretionary RAUM · $610M to $660MApr 15, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $610M to $660MApr 15, 2024 to Mar 27, 2025
- RAUM · $610M to $660MApr 15, 2024 to Mar 27, 2025
- Advisory employees · 10 to 12Mar 24, 2023 to Mar 27, 2024
- Employees · 11 to 14Mar 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $657M to $610MMar 24, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $657M to $610MMar 24, 2023 to Mar 27, 2024
- RAUM · $657M to $610MMar 24, 2023 to Mar 27, 2024
- Accounts · 3 to 5Jul 25, 2022 to Mar 24, 2023
- Advisory employees · 9 to 10Jul 25, 2022 to Mar 24, 2023
- Pooled vehicle clients · 3 to 5Jul 25, 2022 to Mar 24, 2023
- Custody of client assets · true to falseJul 25, 2022 to Mar 24, 2023
- Employees · 10 to 11Jul 25, 2022 to Mar 24, 2023
- Private funds · 3 to 5Jul 25, 2022 to Mar 24, 2023
- Discretionary RAUM · $330M to $657MJul 25, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $330M to $657MJul 25, 2022 to Mar 24, 2023
- RAUM · $330M to $657MJul 25, 2022 to Mar 24, 2023
- Advisory employees · 8 to 9Mar 29, 2021 to Mar 28, 2022
- Employees · 9 to 10Mar 29, 2021 to Mar 28, 2022
- Discretionary RAUM · $322M to $330MMar 29, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $322M to $330MMar 29, 2021 to Mar 28, 2022
- RAUM · $322M to $330MMar 29, 2021 to Mar 28, 2022
- Advisory employees · 6 to 8Jun 24, 2020 to Mar 29, 2021
- Assets in custody · $223M to $0Jun 24, 2020 to Mar 29, 2021
- Employees · 6 to 9Jun 24, 2020 to Mar 29, 2021
- Private funds · 6 to 3Jun 24, 2020 to Mar 29, 2021
- Discretionary RAUM · $223M to $322MJun 24, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $223M to $322MJun 24, 2020 to Mar 29, 2021
- RAUM · $223M to $322MJun 24, 2020 to Mar 29, 2021
Signals
3 dated events
- F••• P•••• C•••••• reported RAUM $657.0M, up 99% from $329.8M (2022-07-25 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- S•••••• M•••••• S•••••• (Chief Compliance Officer / Chief Financial Officer) appeared on Schedule A of F••• P•••• C••••••Mar 24, 2023 · Control person joined · fact
- F••• P•••• C•••••• filed its initial SEC registration (Form ADV)Jun 24, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F••• P•••• C•••••• · Independent Sponsorsshared crd · capital_provider
- F••• P•••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fort-point-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- F•••P••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-303-2123reportedpublic record, Form ADV, Mar 24, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026