FORT POINT CAPITAL, LLC
C29
CRD 164067·SEC 801-119135·BOSTON, MA
AUM
$522.6M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $222.6M
'22 · $321.8M
'23 · $329.8M
'25 · $660.0M
'26 · $522.6M
'21'26
$222.6M → $522.6M▲ +135%
Operations
Advisory staff (5-yr trend)
'21 · 6 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 11 advisors
'26 · 12 advisors
'21'26
6 advisors → 12 advisors▲ +100%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Dns1.precisionit.netDns2.precisionit.netDns3.precisionit.netDns4.precisionit.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited