Timothy Todd Mcdowell

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

• 04/2012 → 12/2017
  Cypress Point Capital Management, Llc
  San Francisco, CA
• 05/2014 → 11/2018
  Gordian Investments, Llc
  San Francisco, CA
• 06/2013 → Present
  Fort Point Capital Partners Llc
  San Francisco, CA
• 06/2019 → 12/2019
  Gordian Investments, Llc
  San Francisco, CA

Previous Registrations

• 2015-04-15 → 2018-03-22
  Cypress Point Capital Management, Llc
  San Francisco, CA

Other Businesses

1.) NOB: FORT POINT CAPITAL PARTNERS LLC, AN SEC REGISTERED INVESTMENT ADVISER THAT SPONSORS FUNDS-OF-FUNDS. TITLE: MANAGING PARTNER . START DATE: 06/01/2013. DUTIES: MANAGE THE FIRM AND INVESTMENT ACTIVITIES. APPROXIMATELY 60 H/P/M. INVESTMENT RELATED. 2.) NOB: NEW FORT POINT INSURANCE SERVICES LLC. TITLE: MEMBER. START DATE: 01/01/18. DUTIES: MANAGE THE FIRM. APPROX 1 H/P/M. INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-14