Fort Point Capital

Fort Point Capital provides investment advisory services exclusively to privately offered pooled investment vehicles (Funds), advising multiple small-cap private equity partnerships and related general partner entities. The firm reported $522,572,989 in discretionary assets under management as of December 31, 2025 and conducts deal sourcing, investment negotiation, portfolio oversight and dispositions on behalf of those Funds.

The firm focuses on lower middle‑market, business‑to‑business service companies—generally targeting businesses with roughly $3–$10 million of EBITDA and enterprise values typically below $75 million—seeking “undermanaged” companies where operational improvements can drive value. Its investment process emphasizes systematic origination and theme-based research, diligence supported by industry specialists, active operational involvement (including board participation) and a planned exit process, with a reliance on small M&A intermediaries and proprietary deal flow.

Fort Point’s operating model is notable for its formal use of an Operating Advisory Board to support origination and portfolio company operations and for arrangements that permit supplemental portfolio company fees (directors’, consulting or transaction fees, and equity awards) that are only partially credited against management fees. The firm also commonly offers co‑investment opportunities and side letters and retains discretion to structure fee and carried‑interest treatment for affiliated investors, practices that can create allocation and compensation differences across investors.