9AT: FORT POINT CAPITAL PARTNERS LLC

other names

Adviser Profile

As of Date	03/31/2025
Adviser Type - Large advisory firm
Number of Employees	28 33.33%
of those in investment advisory functions	16 23.08%
Registration	California, Terminated, 10/28/2008
Other registrations (1)	SEC, Approved, 10/24/2008

AUM^*	2,002,678,000 73.02%
of that, discretionary	1,734,473,000 62.52%
Private Fund GAV^*	330,812,842 -9.39%
Avg Account Size	1,417,323 36.04%
% High Net Worth	81.33% 1.93%
SMA’s	Yes
Private Funds	10
Contact Info	(41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count10	GAV$330,812,842

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BIGSUR PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.2m	Total Private Fund GAV3.2m	AUM1.3b	#Funds1
Adviser LOCUST POINT CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.5b	Total Private Fund GAV1.5b	AUM1.5b	#Funds7
Adviser NIPPON VALUE INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund137.2m	Total Private Fund GAV137.2m	AUM898.5m	#Funds1
Adviser NORTHWALL CAPITAL LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund71.1m	Total Private Fund GAV71.1m	AUM1.6b	#Funds7
Adviser EDGBASTON INVESTMENT PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund302.5m	Total Private Fund GAV302.5m	AUM969.0m	#Funds1
Adviser VERNAL POINT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund18.3m	Total Private Fund GAV18.3m	AUM2.7b	#Funds1
Adviser FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund151.4m	Total Private Fund GAV151.4m	AUM1.8b	#Funds3
Adviser O'BRIEN-STALEY PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.5b	Total Private Fund GAV1.5b	AUM1.5b	#Funds7
Adviser JADE MOUNTAIN PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.2b	Total Private Fund GAV1.2b	AUM822.6m	#Funds6
Adviser SP ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.5m	AUM1.7b	#Funds1

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker78462F103	Stock NameSPDR S&P 500 ETF TR	$ Position$81,996,611	% Position9.00%	$ Change-7.00%	# Change-3.00%
Stck Ticker922908363	Stock NameVANGUARD INDEX FDS	$ Position$35,866,247	% Position4.00%	$ Change-6.00%	# Change-1.00%
Stck Ticker464287226	Stock NameISHARES TR	$ Position$37,402,990	% Position4.00%	$ Change9.00%	# Change7.00%
Stck Ticker922907746	Stock NameVANGUARD MUN BD FDS	$ Position$29,166,424	% Position3.00%	$ Change19.00%	# Change20.00%
Stck Ticker464287200	Stock NameISHARES TR	$ Position$27,214,723	% Position3.00%	$ Change-7.00%	# Change-3.00%
Stck Ticker464288414	Stock NameISHARES TR	$ Position$28,992,984	% Position3.00%	$ Change5.00%	# Change6.00%
Stck Ticker78468R663	Stock NameSPDR SER TR	$ Position$30,085,650	% Position3.00%	$ Change10.00%	# Change9.00%
Stck Ticker921943858	Stock NameVANGUARD TAX-MANAGED FDS	$ Position$15,810,367	% Position2.00%	$ Change5.00%	# Change-1.00%
Stck Ticker808524649	Stock NameSCHWAB STRATEGIC TR	$ Position$16,558,860	% Position2.00%	$ Change-19.00%	# Change-18.00%
Stck Ticker464287465	Stock NameISHARES TR	$ Position$14,603,466	% Position2.00%	$ Change7.00%	# Change-1.00%

Brochure Summary

Overview

Fort Point Capital Partners LLC (“Fort Point”), a California Limited Liability Company established in October 2008, is an SEC-registered Investment Advisor. Fort Point is principally owned by Ralph Drybrough, Paul Touchstone, Tim McDowell, Robin Brinckerhoff and Roy Haya. Ralph M. Drybrough III founded Fort Point in 2008. Prior to founding Fort Point, Mr. Drybrough was a financial advisor and principal with Presidio Capital Advisors from 2005 to 2008. Between 1999 and 2005, Mr. Drybrough was a registered representative and financial advisor with Merrill Lynch & Co. Mr. Drybrough began his career in the financial industry at UBS/PaineWebber in Chicago, Illinois, where he worked as a registered representative and financial advisor. Mr. Drybrough received a B.A. in Journalism/History from Indiana University, Bloomington, Indiana in 1997. Mr. Drybrough holds FINRA Series 7 and 63 securities licenses and is a Registered Representative of Uhlmann Price Securities, LLC

as described in Item 10 below. Paul R. Touchstone joined Fort Point in April 2012 and became a Managing Member in December 2017. Prior to joining Fort Point, Mr. Touchstone was a Vice President at Stifel Nicholas & Company from November 2011 to March 2012. Between 2009 and 2011, Mr. Touchstone was Vice President/Senior Investment Strategist with Stone & Youngberg. From 2007 to 2009, Mr. Touchstone was a Vice President/Portfolio Manager at First Bank. Mr. Touchstone began his career in the financial industry in 2002 at Schroeder Capital Management, LLC, where he served as a Securities Analyst/Director of Operations. Mr. Touchstone was at Schroeder Capital Management until he joined First Bank. Mr. Touchstone received a B.A. in Business with a minor in Computer Science in 2000 from Western State College of Colorado. Mr. Touchstone holds FINRA Series 7 and 63 securities licenses and is a Registered Representative of Uhlmann Price Securities, LLC as described in

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FORT POINT CAPITAL PARTNERS LLC

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