Investment adviser · CRD 146759

FORT POINT CAPITAL PARTNERS LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $2.89B
Client accounts: 1,918
Employees: 32
Advisory professionals: 17

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	346	$2,442,787,285	84.4%
Pooled investment vehicles	10	$421,309,819	14.6%
Individuals	85	$30,419,532	1.1%

Filing source

Form ADV 2086529 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INVESTMENT PARTNERS, LLC - ALTERNATIVE YIELD FUNDOther Private Fund · Last reported Mar 31, 2026$94.3MGross asset value

Form D fundraising filings

Investment Partners, LLC - Alternative Yield Fund

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-4614738461
Reported beneficial owners: 81
Minimum commitment: $250K
Form D file number: 021-270381

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - GROWTH EQUITY OPPORTUNITIES FUND IIOther Private Fund · Last reported Mar 31, 2026$79.3MGross asset value

Form D fundraising filings

Investment Partners, LLC - Growth Equity Opportunities Fund II

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-2142445620
Reported beneficial owners: 141
Minimum commitment: $250K
Form D file number: 021-442415

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - CREDIT OPPORTUNITIES FUND IOther Private Fund · Last reported Mar 31, 2026$57.1MGross asset value

Form D fundraising filings

Investment Partners, LLC - Credit Opportunities Fund I

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-8886659225
Reported beneficial owners: 118
Minimum commitment: $250K
Form D file number: 021-488264

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - ALTERNATIVE YIELD FUND IIOther Private Fund · Last reported Mar 31, 2026$52.4MGross asset value

Form D fundraising filings

Investment Partners, LLC - Alternative Yield Fund II

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-5330193992
Reported beneficial owners: 111
Minimum commitment: $250K
Form D file number: 021-284436

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - REAL ESTATE OPPORTUNITIES FUND IOther Private Fund · Last reported Mar 31, 2026$49.2MGross asset value

Form D fundraising filings

Investment Partners, LLC - Real Estate Opportunities Fund I

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-2570059551
Reported beneficial owners: 104
Minimum commitment: $250K
Form D file number: 021-412578

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - GROWTH EQUITY OPPORTUNITIES FUND IOther Private Fund · Last reported Mar 31, 2026$35.9MGross asset value

Form D fundraising filings

Investment Partners, LLC - Growth Equity Opportunities Fund I

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-7519660148
Reported beneficial owners: 98
Minimum commitment: $250K
Form D file number: 021-399396

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INVESTMENT PARTNERS, LLC - REAL ESTATE OPPORTUNITIES FUND IIOther Private Fund · Last reported Mar 31, 2026$32.4MGross asset value

Form D fundraising filings

Investment Partners, LLC - Real Estate Opportunities Fund II

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-8149712061
Reported beneficial owners: 102
Minimum commitment: $250K
Form D file number: 021-493298

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

275 SACRAMENTO STREET, 8TH FLOOR
SAN FRANCISCO, CA, 94111, United States

CRD 146759

Filing source

Form ADV 2086529 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.