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.

Advisor moves

Departures from Fort Point Capital Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Sabrina Francis LowellFort Point Capital Partners LLC independent RIASecond Summit Wealth Management, LLC independent RIARIA to RIAApr 1, 2024Nov 29, 2022
Travis R KauzerFort Point Capital Partners LLC independent RIAKauzer Capital Management, LLC state registeredRIA to a state-registered adviserAug 15, 2022Jun 10, 2025 (1030 d)
Paul Conde StrehleFort Point Capital Partners LLC independent RIAUSA Mutuals Advisors, Inc. asset managerOtherSep 11, 2020Sep 23, 2020
Benjamin Troy WarwickFort Point Capital Partners LLC independent RIAAveo Capital Partners, LLC independent RIARIA to RIAJul 9, 2020Jun 23, 2020
Annie Mae WernerFort Point Capital Partners LLC independent RIAA&O Advisors unclassifiedOtherDec 31, 2018Nov 5, 2018
Oliver J KupeFort Point Capital Partners LLC independent RIAA&O Advisors unclassifiedOtherDec 31, 2018Nov 5, 2018
Nicole R MeihoferFort Point Capital Partners LLC independent RIAA&O Advisors unclassifiedOtherDec 31, 2018Jan 2, 2019
Christopher David BarlowFort Point Capital Partners LLC otherSepio Capital, LP independent RIAOtherAug 21, 2008Dec 16, 2025 (6326 d)
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8 moves match.