PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:37 AM ET

Sponsor Check › Sponsor group

FP

Fort Point

One sponsor team, 24 deal companies · San Francisco, CA

Grouped because: 6 shared people, 3 shared management entities, same business address (24 issuers), similar issuer names (11) (automatic match from the filings) · not the same sponsor?

24deal companies
$1.34Breported sold
2,336investors
139Form D filings
2011–2026active
2new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 13, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Fort Point is a sponsor group of 24 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 139 Form D filings between Apr 2011 and Oct 2026.

What this means One team, 24 deal companies, about 15 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.34B to 2,336 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (24). Issuers are based in CA (24).

What this means $1.34B raised across the group, about $572K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Ralph Drybrough (23 issuers, executive officer and promoter), Fort Point Capital Partners LLC (22 issuers, executive officer, entity), Paul Touchstone (22 issuers, executive officer), Timothy McDowell (17 issuers, executive officer), Cypress Point Capital Management LLC (11 issuers, executive officer, director, and promoter, entity) and 5 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Oct 13, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: FORT POINT CAPITAL PARTNERS LLC; CYPRESS POINT CAPITAL MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 7 court cases matching the name, 8 bankruptcy cases matching the name listed in Key records below.

What this means 15 records came back, including 2 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 139 public filings for Fort Point and found 5 differences, 1 worth asking the sponsor about: 13 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Fort Point has not run yet — it is joining a line of 57,687 names; searches run around the clock at the hosts' allowed rate. Searched so far: 643 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

7 cases: 2 open, 1 closed (disposition not in docket feed), 4 dismissed

CBC Partners, LLC v. Asymmetric Return Capital, LLC open
District Court, N.D. Georgia · No. 1:26-cv-00497 · Filed Jan 27, 2026
Role of CBC Partners, LLC v. Asymmetric Return Capital, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Austin McGregor, LLC v. Fort Point Capital, LLC open matched at sponsor-group level (Fort Point)
District Court, N.D. Texas · No. 4:25-cv-01192 · Filed Oct 24, 2025 · Nature of suit: Contract: Other Contract · Cause: 28:1332 Diversity-Notice of Removal
Role of Fort Point Capital, LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Cypress Point Services, L.L.C. v. Shell USA, Inc. closed
District Court, E.D. Louisiana · No. 2:22-cv-01379 · Filed May 17, 2022 · Closed Oct 30, 2023
Role of Cypress Point Services, L.L.C. v. Shell USA, Inc.: Party · Outcome: Terminated 2023-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Hawkins v. Cypress Point Apartments dismissed
District Court, S.D. Mississippi · No. 3:19-cv-00939 · Filed Dec 30, 2019 · Closed Apr 19, 2021 · Nature of suit: P.I.: Other · Cause: 28:1332 Diversity-Notice of Removal
Role of Hawkins v. Cypress Point Apartments: Party · Outcome: Terminated 2021-04-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MS (not the issuer's state)
Harper v. Cypress Point Ventures, LLC dismissed
District Court, D. Oregon · No. 6:13-cv-01975 · Filed Nov 6, 2013 · Closed Jul 1, 2014 · Nature of suit: 367 Health care / pharm
Role of Harper v. Cypress Point Ventures, LLC: Party · Outcome: Terminated 2014-07-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Salley v. Cypress Point Investment dismissed
District Court, N.D. Georgia · No. 1:09-cv-01648 · Filed Jun 19, 2009 · Closed Jun 25, 2009 · Nature of suit: 371 Truth in lending
Role of Salley v. Cypress Point Investment: Party · Outcome: Terminated 2009-06-25 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Nova Casualty Company v. Cypress Point Arrowhead General Insurance Agency, Inc. dismissed
District Court, S.D. New York · No. 1:09-cv-05156 · Filed Jun 3, 2009 · Closed Mar 29, 2010 · Nature of suit: 190 Other contract actions
Role of Nova Casualty Company v. Cypress Point Arrowhead General Insurance Agency, Inc.: Party · Outcome: Terminated 2010-03-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Fort Point..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

8 cases: 8 closed (disposition not in docket feed)

Cypress Point, LLC closed
United States Bankruptcy Court, N.D. Indiana · No. 12-24556 · Filed Dec 7, 2012 · Closed May 28, 2013
Role of Cypress Point, LLC: Party · Outcome: Case closed 2013-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Cypress Point II, LLC closed
United States Bankruptcy Court, N.D. Indiana · No. 12-24557 · Filed Dec 7, 2012 · Closed May 28, 2013
Role of Cypress Point II, LLC: Party · Outcome: Case closed 2013-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Fort Point, LLC and Michael Krupp v. Ramsay closed matched at sponsor-group level (Fort Point)
United States Bankruptcy Court, D. Massachusetts · No. 12-01170 · Filed Jul 5, 2012 · Closed Apr 1, 2014
Role of Fort Point, LLC: Plaintiff · Outcome: Case closed 2014-04-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
Cypress Point Home, LLC closed
United States Bankruptcy Court, N.D. Georgia · No. 10-87585 · Filed Sep 16, 2010 · Closed Feb 4, 2011
Role of Cypress Point Home, LLC: Party · Outcome: Case closed 2011-02-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Cypress Point Development, L.L.C. v. First Community Bank closed
United States Bankruptcy Court, S.D. Alabama · No. 10-00082 · Filed Aug 20, 2010 · Closed Feb 7, 2011
Role of Cypress Point Development, L.L.C. v. First Community Bank: Party · Outcome: Case closed 2011-02-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Cypress Point Development, L.L.C. closed
United States Bankruptcy Court, S.D. Alabama · No. 10-02470 · Filed Jun 1, 2010 · Closed Jun 16, 2011
Role of Cypress Point Development, L.L.C.: Party · Outcome: Case closed 2011-06-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Cypress Point Citgo, Inc. closed
United States Bankruptcy Court, E.D. Virginia · No. 10-70519 · Filed Feb 8, 2010 · Closed Jun 9, 2011
Role of Cypress Point Citgo, Inc.: Party · Outcome: Case closed 2011-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Cypress Point Properties closed
United States Bankruptcy Court, D. Maryland · No. 94-57579 · Filed Nov 28, 1994 · Closed Sep 22, 1995
Role of Cypress Point Properties: Party · Outcome: Case closed 1995-09-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5 differences found between the filings for Fort Point — 1 worth asking about (compared the newest 50 of 139 filings on Oct 24, 2026; older filings not covered)

Note · Jul 23, 2026

Bankruptcy case: Brianne McDowell and Tim McDowell — filed Jul 23, 2026

United States Bankruptcy Court, C.D. California docket "Brianne McDowell and Tim McDowell" filed Jul 23, 2026 (Open). Tim McDowell (listed on the same filings) is listed as Debtor ("Tim McDowell"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Jul 5, 2012 – Apr 1, 2014

Bankruptcy case: Fort Point, LLC and Michael Krupp v. Ramsay — filed Jul 5, 2012

United States Bankruptcy Court, D. Massachusetts docket "Fort Point, LLC and Michael Krupp v. Ramsay" filed Jul 5, 2012, closed Apr 1, 2014. Fort Point is listed as Plaintiff ("Fort Point, LLC"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Oct 13, 2026

13 other issuers file from the same address — 11 member issuers (Investment Partners, LLC - Alternative Yield Fund; Investment Partners, LLC - Alternative Yield Fund II; Investment Partners, LLC - Alternative Yield Fund III; …)

The address on file, Three Embarcadero Center, Suite 2350, San Francisco, CA, is used by 24 issuers in our index across 6 sponsor groups; 13 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Note · Feb 1, 2016 – Feb 21, 2024

No amendment in the last 12 months on an offering that may still be open — Investment Partners, LLC - Tactical Strategies Fund (latest filing Feb 21, 2024)

The latest filing for this offering is dated Feb 21, 2024 (first sale Feb 1, 2016). It reports $117,378,253 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Mar 14, 2017 – Feb 16, 2018

8 role changes for the same people across filings

Ralph Drybrough's role changed at Investment Partners, LLC - Tactical Strategies Fund: promoter → executive officer · Ralph Drybrough's role changed at Investment Partners, LLC - Alternative Yield Fund: promoter → executive officer · Ralph Drybrough's role changed at Investment Partners, LLC - Alternative Yield Fund II: promoter → executive officer · Ralph Drybrough's role changed at Investment Partners, LLC - Alternative Yield Fund III: promoter → executive officer · Tim McDowell's role changed at Investment Partners, LLC - Tactical Strategies Fund: director, promoter → executive officer · and 3 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 139 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 24 offerings reports sales commissions totalling $19,380; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 13, 2026 D/A
Investment Partners, LLC - Alternative Yield Fund
File 021-270381
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Alternative Yield Fund II
File 021-284436
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Alternative Yield Fund III
File 021-289238
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Alternative Yield Fund IV
File 021-357879
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Growth Equity Opportunities Fund I
File 021-399396
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Real Estate Opportunities Fund I
File 021-412578
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Growth Equity Opportunities Fund II
File 021-442415
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Credit Opportunities Fund I
File 021-488264
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Real Estate Opportunities Fund II
File 021-493298
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Tax-Aware Fund
File 021-586561
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2026 D/A
Investment Partners, LLC - Credit Opportunities Fund III
File 021-593101
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2026 D/A
Investment Partners, LLC - Credit Opportunities Fund II
File 021-488266
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2024 D/A
Investment Partners, LLC - Tactical Strategies Fund
File 021-259709
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2023 D
Investment Partners, LLC - Real Estate Opportunities Fund III
File 021-493300
$0$0$0None listed on this filingEDGAR ↗
Feb 18, 2022 D/A
Investment Partners, LLC - Hedged Strategies Fund
File 021-195849
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2021 D/A
Investment Partners, LLC - Alternative Yield Fund V
File 021-370610
$0$0$0None listed on this filingEDGAR ↗
May 4, 2020 D
Investment Partners, LLC - Tactical Alpha Program II
File 021-366240
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2020 D/A
Investment Partners, LLC - Hedged Strategies Fund II
File 021-195850
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2020 D/A
Investment Partners, LLC - Special Situations Fund
File 021-262808
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2020 D/A
Investment Partners, LLC - Tactical Alpha Program
File 021-287979
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2019 D/A
Investment Partners, LLC - Asymmetric Return Fund
File 021-213459
$0$0$0None listed on this filingEDGAR ↗
Feb 16, 2018 D/A
Investment Partners, LLC - StratiFi Tail Risk Fund I
File 021-281039
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2015 D/A
Cypress Point Investment Partners, LLC - Ltd Net Exposure Fund
File 021-195851
$19,380 (est.)$0$0Paul Touchstone BrokerCheck CRD 4640001 ↗
via Gordian Investments (CRD 158611 ↗)
EDGAR ↗
Apr 20, 2012 D/A
Cypress Point Investment Solutions, LLC
File 021-158378
$0$0$0GK Securities, LLC BrokerCheck CRD 158611 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 24 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Fort Point in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CP Cypress Point Investment Solutions, LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund3$34,515,00040$250,0002011–2012
EDGAR ↗IP Investment Partners, LLC - Hedged Strategies Fundshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund10$140,201,411
offering Indefinite · similar: $155,000–$5,250,000
180
similar: 4–27
$250,000
similar: $1,000–$100,000
2013–2022
EDGAR ↗IP Investment Partners, LLC - Hedged Strategies Fund IIshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund8$24,944,196
offering Indefinite · similar: $155,000–$5,250,000
96
similar: 4–27
$250,000
similar: $1,000–$100,000
2013–2020
EDGAR ↗CP Cypress Point Investment Partners, LLC - Ltd Net Exposure Fundshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund3$5,907,500
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
$100,000
similar: $1,000–$100,000
2013–2015
EDGAR ↗IP Investment Partners, LLC - Asymmetric Return Fundshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund6$53,053,731
offering Indefinite · similar: $155,000–$5,250,000
85
similar: 4–27
$250,000
similar: $1,000–$100,000
2014–2019
EDGAR ↗IP Investment Partners, LLC - Tactical Strategies Fundshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund9$117,378,253
offering Indefinite · similar: $155,000–$5,250,000
300
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2024
EDGAR ↗IP Investment Partners, LLC - Special Situations Fundshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund6$225,327,813
offering Indefinite · similar: $155,000–$5,250,000
153
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2020
EDGAR ↗IP Investment Partners, LLC - Alternative Yield Fundshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$174,657,723
offering Indefinite · similar: $155,000–$5,250,000
190
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2026
EDGAR ↗IP Investment Partners, LLC - StratiFi Tail Risk Fund Ishared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund3$273,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$250,000
similar: $1,000–$100,000
2017–2018
EDGAR ↗IP Investment Partners, LLC - Alternative Yield Fund IIshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$68,209,464
offering Indefinite · similar: $155,000–$5,250,000
160
similar: 4–27
$250,000
similar: $1,000–$100,000
2017–2026
EDGAR ↗IP Investment Partners, LLC - Tactical Alpha Programshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$30,072,118
offering Indefinite · similar: $155,000–$5,250,000
120
similar: 4–27
$250,000
similar: $1,000–$100,000
2017–2020
EDGAR ↗IP Investment Partners, LLC - Alternative Yield Fund IIIshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$31,799,677
offering Indefinite · similar: $155,000–$5,250,000
118
similar: 4–27
$250,000
similar: $1,000–$100,000
2017–2026
EDGAR ↗IP Investment Partners, LLC - Alternative Yield Fund IVshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund9$11,557,719
offering Indefinite · similar: $155,000–$5,250,000
80
similar: 4–27
$250,000
similar: $1,000–$100,000
2020–2026
EDGAR ↗IP Investment Partners, LLC - Tactical Alpha Program IIshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$108,609
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$250,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗IP Investment Partners, LLC - Alternative Yield Fund Vshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$13,345,874
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
$250,000
similar: $1,000–$100,000
2020–2021
EDGAR ↗IP Investment Partners, LLC - Growth Equity Opportunities Fund Ishared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund7$67,989,774
offering Indefinite · similar: $155,000–$5,250,000
110
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗IP Investment Partners, LLC - Real Estate Opportunities Fund Ishared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund7$69,480,995
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗IP Investment Partners, LLC - Growth Equity Opportunities Fund IIshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund6$80,477,500
offering Indefinite · similar: $155,000–$5,250,000
140
similar: 4–27
$250,000
similar: $1,000–$100,000
2022–2026
EDGAR ↗IP Investment Partners, LLC - Credit Opportunities Fund Ishared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund5$51,270,777
offering Indefinite · similar: $155,000–$5,250,000
142
similar: 4–27
$250,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗IP Investment Partners, LLC - Credit Opportunities Fund IIshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund4$3,676,267
offering Indefinite · similar: $155,000–$5,250,000
45
similar: 4–27
$250,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗IP Investment Partners, LLC - Real Estate Opportunities Fund IIIshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$250,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗IP Investment Partners, LLC - Real Estate Opportunities Fund IIshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund5$109,408,190
offering Indefinite · similar: $155,000–$5,250,000
108
similar: 4–27
$250,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗IP Investment Partners, LLC - Tax-Aware Fundshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund2$7,147,000
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
$250,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗IP Investment Partners, LLC - Credit Opportunities Fund IIIshared people, shared management entity, same business addressSAN FRANCISCO, CAPooled Investment Fund2$15,805,624
offering Indefinite · similar: $155,000–$5,250,000
63
similar: 4–27
$250,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Credit Opportunities Fund IIID/APooled Investment FundIndefinite$15,805,624
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Tax-Aware FundD/APooled Investment FundIndefinite$7,147,000
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Real Estate Opportunities Fund IID/APooled Investment FundIndefinite$109,408,190
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Credit Opportunities Fund ID/APooled Investment FundIndefinite$51,270,777
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Growth Equity Opportunities Fund IID/APooled Investment FundIndefinite$80,477,500
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$69,480,995
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$67,989,774
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$11,557,719
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$31,799,677
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$68,209,464
EDGAR ↗Oct 13, 2026Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$174,657,723
EDGAR ↗Aug 4, 2026Investment Partners, LLC - Credit Opportunities Fund IIIDPooled Investment FundIndefinite$0
EDGAR ↗Jun 8, 2026Investment Partners, LLC - Tax-Aware FundDPooled Investment FundIndefinite$3,492,000
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Real Estate Opportunities Fund IID/APooled Investment FundIndefinite$92,516,190
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Credit Opportunities Fund IID/APooled Investment FundIndefinite$3,676,267
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Credit Opportunities Fund ID/APooled Investment FundIndefinite$46,303,237
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Growth Equity Opportunities Fund IID/APooled Investment FundIndefinite$80,477,500
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$69,480,995
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$67,989,774
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$10,807,719
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$31,607,767
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$61,043,765
EDGAR ↗Feb 20, 2026Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$170,657,723
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Real Estate Opportunities Fund IID/APooled Investment FundIndefinite$86,772,190
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Credit Opportunities Fund IID/APooled Investment FundIndefinite$3,418,767
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Credit Opportunities Fund ID/APooled Investment FundIndefinite$39,803,237
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Growth Equity Opportunities Fund IID/APooled Investment FundIndefinite$59,428,500
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$69,480,995
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$67,989,774
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$10,009,743
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$31,582,767
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$55,449,615
EDGAR ↗Feb 21, 2025Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$149,407,723
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Real Estate Opportunities Fund IID/APooled Investment FundIndefinite$67,244,190
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Credit Opportunities Fund IID/APooled Investment FundIndefinite$3,148,767
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Credit Opportunities Fund ID/APooled Investment FundIndefinite$34,686,270
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Growth Equity Opportunities Fund IID/APooled Investment FundIndefinite$43,982,500
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$65,998,320
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$67,989,774
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$9,649,743
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$31,207,767
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$53,473,615
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$144,782,723
EDGAR ↗Feb 21, 2024Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$117,378,253
EDGAR ↗Sep 28, 2023Investment Partners, LLC - Real Estate Opportunities Fund IIDPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2023Investment Partners, LLC - Real Estate Opportunities Fund IIIDPooled Investment FundIndefinite$0
EDGAR ↗Jul 31, 2023Investment Partners, LLC - Credit Opportunities Fund IIDPooled Investment FundIndefinite$0
EDGAR ↗Jul 31, 2023Investment Partners, LLC - Credit Opportunities Fund IDPooled Investment FundIndefinite$0
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Growth Equity Opportunities Fund IID/APooled Investment FundIndefinite$9,070,000
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$103,770,253
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$60,298,190
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$64,219,774
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$8,874,794
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$31,047,767
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$44,122,828
EDGAR ↗Feb 21, 2023Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$128,879,611
EDGAR ↗Apr 19, 2022Investment Partners, LLC - Growth Equity Opportunities Fund IIDPooled Investment FundIndefinite$0
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Real Estate Opportunities Fund ID/APooled Investment FundIndefinite$33,563,756
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Growth Equity Opportunities Fund ID/APooled Investment FundIndefinite$40,560,274
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$8,488,109
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$30,001,332
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$39,794,828
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$114,619,611
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$71,432,253
EDGAR ↗Feb 18, 2022Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$140,201,411
EDGAR ↗Sep 7, 2021Investment Partners, LLC - Real Estate Opportunities Fund IDPooled Investment FundIndefinite$4,150,000
EDGAR ↗May 14, 2021Investment Partners, LLC - Growth Equity Opportunities Fund IDPooled Investment FundIndefinite$0
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Alternative Yield Fund VD/APooled Investment FundIndefinite$13,345,874
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$7,957,669
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$29,405,663
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$37,596,961
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$98,759,200
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$69,538,703
EDGAR ↗Feb 19, 2021Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$124,470,264
EDGAR ↗Jul 9, 2020Investment Partners, LLC - Alternative Yield Fund VDPooled Investment FundIndefinite$1,605,616
EDGAR ↗May 12, 2020Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$56,615,079
EDGAR ↗May 4, 2020Investment Partners, LLC - Tactical Alpha Program IIDPooled Investment FundIndefinite$108,609
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Alternative Yield Fund IVD/APooled Investment FundIndefinite$7,679,669
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$23,835,663
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Tactical Alpha ProgramD/APooled Investment FundIndefinite$30,072,118
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$37,596,961
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$96,659,200
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Special Situations FundD/APooled Investment FundIndefinite$225,327,813
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$24,944,196
EDGAR ↗Feb 20, 2020Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$122,381,000
EDGAR ↗Jan 13, 2020Investment Partners, LLC - Alternative Yield Fund IVDPooled Investment FundIndefinite$7,679,669
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$8,945,738
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Tactical Alpha ProgramD/APooled Investment FundIndefinite$4,886,242
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$32,835,850
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$86,093,467
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Special Situations FundD/APooled Investment FundIndefinite$153,980,964
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$38,048,079
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$22,663,756
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$111,862,294
EDGAR ↗Feb 20, 2019Investment Partners, LLC - Asymmetric Return FundD/APooled Investment FundIndefinite$53,053,731
EDGAR ↗May 25, 2018Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$0
EDGAR ↗May 25, 2018Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$0
EDGAR ↗Apr 11, 2018Investment Partners, LLC - Special Situations FundD/APooled Investment FundIndefinite$70,922,865
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Alternative Yield Fund IIID/APooled Investment FundIndefinite$0
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Tactical Alpha ProgramD/APooled Investment FundIndefinite$2,463,900
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Alternative Yield Fund IID/APooled Investment FundIndefinite$0
EDGAR ↗Feb 16, 2018Investment Partners, LLC - StratiFi Tail Risk Fund ID/APooled Investment FundIndefinite$273,000
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$66,394,080
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Special Situations FundD/APooled Investment FundIndefinite$70,687,865
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$23,199,380
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$14,718,031
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$84,657,686
EDGAR ↗Feb 16, 2018Investment Partners, LLC - Asymmetric Return FundD/APooled Investment FundIndefinite$53,053,731
EDGAR ↗Dec 15, 2017Investment Partners, LLC - Alternative Yield FundD/APooled Investment FundIndefinite$68,947,127
EDGAR ↗Jun 22, 2017Investment Partners, LLC - Alternative Yield Fund IIIDPooled Investment FundIndefinite$0
EDGAR ↗Jun 2, 2017Investment Partners, LLC - Tactical Alpha ProgramDPooled Investment FundIndefinite$1,310,000
EDGAR ↗May 9, 2017Investment Partners, LLC - Special Situations FundD/APooled Investment FundIndefinite$26,733,404
EDGAR ↗Apr 10, 2017Investment Partners, LLC - Alternative Yield Fund IIDPooled Investment FundIndefinite$0
EDGAR ↗Mar 31, 2017Investment Partners, LLC - StratiFi Tail Risk Fund ID/APooled Investment FundIndefinite$0
EDGAR ↗Mar 14, 2017Investment Partners, LLC - Tactical Strategies FundD/APooled Investment FundIndefinite$16,512,000
EDGAR ↗Feb 21, 2017Investment Partners, LLC - StratiFi Tail Risk Fund IDPooled Investment FundIndefinite$0
EDGAR ↗Feb 17, 2017Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$7,685,804
EDGAR ↗Feb 17, 2017Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$72,602,145
EDGAR ↗Feb 17, 2017Investment Partners, LLC - Asymmetric Return FundD/APooled Investment FundIndefinite$49,385,720
EDGAR ↗Sep 9, 2016Investment Partners, LLC - Alternative Yield FundDPooled Investment FundIndefinite$0
EDGAR ↗May 9, 2016Investment Partners, LLC - Special Situations FundDPooled Investment FundIndefinite$5,050,000
EDGAR ↗Mar 22, 2016Investment Partners, LLC - Tactical Strategies FundDPooled Investment FundIndefinite$8,465,000
EDGAR ↗Feb 17, 2016Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$6,526,804
EDGAR ↗Feb 17, 2016Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$69,902,145
EDGAR ↗Feb 17, 2016Investment Partners, LLC - Asymmetric Return FundD/APooled Investment FundIndefinite$47,755,720
EDGAR ↗Mar 13, 2015Cypress Point Investment Partners, LLC - Ltd Net Exposure FundD/APooled Investment FundIndefinite$5,907,500
EDGAR ↗Mar 13, 2015Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$4,097,471
EDGAR ↗Mar 13, 2015Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$59,997,279
EDGAR ↗Mar 13, 2015Investment Partners, LLC - Asymmetric Return FundD/APooled Investment FundIndefinite$43,363,720
EDGAR ↗Mar 12, 2014Cypress Point Investment Partners, LLC - Ltd Net Exposure FundD/APooled Investment FundIndefinite$5,201,000
EDGAR ↗Mar 12, 2014Investment Partners, LLC - Asymmetric Return FundDPooled Investment FundIndefinite$23,589,000
EDGAR ↗Mar 12, 2014Investment Partners, LLC - Hedged Strategies Fund IID/APooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2014Investment Partners, LLC - Hedged Strategies FundD/APooled Investment FundIndefinite$33,925,000
EDGAR ↗May 1, 2013Cypress Point Investment Partners, LLC - Ltd Net Exposure FundDPooled Investment FundIndefinite$2,256,000
EDGAR ↗May 1, 2013Investment Partners, LLC - Hedged Strategies Fund IIDPooled Investment FundIndefinite$0
EDGAR ↗May 1, 2013Investment Partners, LLC - Hedged Strategies FundDPooled Investment FundIndefinite$28,440,000
EDGAR ↗Apr 20, 2012Cypress Point Investment Solutions, LLCD/APooled Investment FundIndefinite$34,515,000
EDGAR ↗Apr 14, 2011Cypress Point Investment Solutions, LLCD/APooled Investment FundIndefinite$11,175,000
EDGAR ↗Apr 14, 2011Cypress Point Investment Solutions, LLCDPooled Investment FundIndefinite$11,175,000

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 13, 2026. Industry history, as reported on each offering's latest filing: All 24 offerings reported: Pooled Investment Fund (2011–2026).

People across the group

NameRolesIssuers hereFirst → last listed
RD Ralph DrybroughExecutive Officer, Promoter23May 1, 2013 → Oct 13, 2026
FP Fort Point Capital Partners LLC entityExecutive Officer22Feb 16, 2018 → Oct 13, 2026
PT Paul TouchstoneExecutive Officer22Feb 16, 2018 → Oct 13, 2026
TM Timothy McDowellExecutive Officer17Sep 9, 2016 → Oct 13, 2026
CP Cypress Point Capital Management LLC entityExecutive Officer, Promoter, Director11Mar 12, 2014 → Dec 15, 2017
JW Jeffrey WycoffPromoter7May 1, 2013 → Sep 9, 2016
TM Tim McDowellDirector, Promoter, Executive Officer6Mar 12, 2014 → Feb 21, 2024
MW Michael WoodsExecutive Officer, Director, Promoter5Apr 14, 2011 → Mar 13, 2015
CP Cypress Point Solutions, LLC entityPromoter, Director4Apr 14, 2011 → May 1, 2013
JN Joseph NortonExecutive Officer1Apr 14, 2011 → Apr 14, 2011

Business registration (state registry / Secretary of State)

None of the 24 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

FORT POINT CAPITAL PARTNERS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 24, 2008 · SEC file 801-69650 · Main office: SAN FRANCISCO, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,894,516,636 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 1,918 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.FORTPOINTCAP.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (CA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

CYPRESS POINT CAPITAL MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 24, 2014 · SEC file 801-80324 · Main office: Not reported · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $184,400,000 as reported on Form ADV filed Mar 24, 2026 (Item 5.F(2)(c)) · 8 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/in/cpcm-will-patterson ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 24, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, no state to compare · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Fort Point as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Fort Point's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #219,569 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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