AUMdb

Fort Point Capital, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 164067 · SEC file 801-119135 · Boston, MA · WWW.FORTPOINTCAPITAL.COM
☆ Save with Pro ADV data as of Mar 24, 2026
Regulatory AUM
$523M
Discretionary
$523M
Clients
5
Avg AUM / client
$105M
Accounts
5
Employees
18

AUM over time

$223M $660M
Jun 24, 2020 Mar 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $523M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $608M combined gross assets

FundTypeDomicileGross assetsOwners
Fpc Small Cap Fund Iii, L.P. Private Equity Fund Delaware $302M 36
Fpc Small Cap Fund Ii, L.P. Private Equity Fund Delaware $164M 26
Fpc Small Cap Fund Ii A, L.P. Private Equity Fund Delaware $66.8M 2
Fpc Small Cap Fund Iii A, L.P. Private Equity Fund Delaware $39.8M 3
Fpc Small Cap Fund I, L.P. Private Equity Fund Delaware $35.1M 28

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Ablon, Brooke, Winfred Member Nov 2010 (16y) 50% – 75%
Lipson, Paul, Adam Member Nov 2010 (16y) 50% – 75%
Schiavo, Michael, Stephan Chief Compliance Officer / Chief Financial Officer Feb 2023 (4y) Less than 5%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $608M gross assets)

FundTypeGross assetsMin. investmentOwners
Fpc Small Cap Fund Iii, L.P. Private Equity Fund $302M $5.0M 36
Fpc Small Cap Fund Ii, L.P. Private Equity Fund $164M $5.0M 26
Fpc Small Cap Fund Ii A, L.P. Private Equity Fund $66.8M $5.0M 2
Fpc Small Cap Fund Iii A, L.P. Private Equity Fund $39.8M $5.0M 3
Fpc Small Cap Fund I, L.P. Private Equity Fund $35.1M $5.0M 28

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2026 1.99 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.

View current Form ADV (SEC/IAPD) ↗