David Menzies Haselwood

Employer firm

Fort Point Capital Partners LLC CRD 146759

$2.89B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Fort Point Capital Partners Llc
  San Francisco, CA
• 10/2020 → 09/2023
  Trilogy, Inc.
  Austin, TX
• 04/2009 → 07/2021
  G-Con Manufacturing, Llc
  College Station, TX
• 09/2018 → 10/2020
  Jfl Capital Management
  Austin, TX
• 12/2016 → 09/2018
  Lyon Street Capital
  San Francisco, CA
• 12/2014 → 12/2016
  Prytime Medical Devices
  Boerne, TX
• 09/2023 → Present
  Cansup (Cancer Support Network)
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-08
• S63 Uniform Securities Agent State Law Examination
  2006-06-09