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 FUND IVOther Private Fund · Last reported Mar 31, 2026$8.36MGross asset value

Form D fundraising filings

Investment Partners, LLC - Alternative Yield Fund IV

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: 805-3096425727
Reported beneficial owners: 50
Minimum commitment: $250K
Form D file number: 021-357879

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 IIIOther Private Fund · Last reported Mar 31, 2026$7.83MGross asset value

Form D fundraising filings

Investment Partners, LLC - Alternative Yield Fund III

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: 805-4368288096
Reported beneficial owners: 30
Minimum commitment: $250K
Form D file number: 021-289238

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 IIOther Private Fund · Last reported Mar 31, 2026$4.52MGross asset value

Form D fundraising filings

Investment Partners, LLC - Credit 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: 805-8152599683
Reported beneficial owners: 44
Minimum commitment: $250K
Form D file number: 021-488266

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 - SPECIAL SITUATIONS FUNDOther Private Fund · Last reported Jan 13, 2021$63.7MGross asset value

Form D fundraising filings

Investment Partners, LLC - Special Situations Fund

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

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK 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

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-1096518250
Reported beneficial owners: 105
Minimum commitment: $250K
Form D file number: 021-262808

Form ADV 1481087 · Jan 13, 2021 · 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 - TACTICAL STRATEGIES FUNDOther Private Fund · Last reported Dec 17, 2024$41.3MGross asset value

Form D fundraising filings

Investment Partners, LLC - Tactical Strategies Fund

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

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SAN FRANCISCO, California, United States Related to adviser: No

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Prime broker FIDELITY BROKERAGE SERVICES LLC SAN FRANCISCO, California, United States

Provider details

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

KPMG LLP
PCAOB 185

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292

Fund details & source

Fund ID: 805-3199959503
Reported beneficial owners: 103
Minimum commitment: $250K
Form D file number: 021-259709

Form ADV 1920364 · Dec 17, 2024 · 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 - TACTICAL ALPHA PROGRAMHedge Fund · Last reported Jan 13, 2021$21.5MGross asset value

Form D fundraising filings

Investment Partners, LLC - Tactical Alpha Program

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

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

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

KPMG LLP
PCAOB 185

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-3702774790
Reported beneficial owners: 96
Minimum commitment: $250K
Form D file number: 021-287979

Form ADV 1481087 · Jan 13, 2021 · 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 - HEDGED STRATEGIES FUND IIOther Private Fund · Last reported May 6, 2021$11.5MGross asset value

Form D fundraising filings

Investment Partners, LLC - Hedged Strategies Fund II

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

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

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

KPMG LLP
PCAOB 185

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-5961830035
Reported beneficial owners: 68
Minimum commitment: $250K
Form D file number: 021-195850

Form ADV 1539219 · May 6, 2021 · 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.