Back to top

Fort Point Capital Partners LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 4, 2019
    • $602.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 572
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

14

name start date
Paul Robert Touchstone
April 2012
Timothy Todd Mcdowell
December 2017
Mark Allan Anderson
June 2016
Ralph Melville Drybrough
June 2008
Paul Conde Strehle
December 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Investment Partners, LLC -- --
    New Fort Point Insurance Services -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ralph Melville Drybrough Managing Member January, 2008 50% to 75%
      Paul Robert Touchstone Managing Member December, 2017 10% to 25%
      Timothy Todd Mcdowell Managing Member December, 2017 5% to 10%
      Heidi Ann Johnson Chief Compliance Officer July, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees