Frederick P Bruenner

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

• 12/2011 → 12/2017
  Cypress Point Solutions
  San Francisco, CA
• 10/2016 → 11/2018
  Gordian Investments, Llc.
  San Francisco, CA
• 01/2018 → Present
  Fort Point Capital Partners, Llc
  San Francisco, CA
• 01/2020 → 12/2023
  Gordian Investments, Llc
  Walnut Creek, CA
• 01/2024 → Present
  Uhlmann Price Securities, Llc
  San Francisco, CA

Previous Registrations

• 2012-01-27 → 2018-03-22
  Cypress Point Capital Management, Llc
  San Francisco, CA
• 2012-01-30 → 2012-06-06
  Fort Point Capital Partners Llc
  San Francisco, CA

Other Businesses

1) NOB: FORT POINT CAPITAL PARTNERS LLC. TITLE: PARTNER (2022), PORTFOLIO MANAGER. INVESTMENT-RELATED. STARTED: 01/2017. DUTIES: SOURCE MANAGERS, CONDUCT DUE DILIGENCE, CONSTRUCT PORTFOLIOS, PROVIDE REPORTING UPDATES, AND SERVE ON FIRM-LEVEL INVESTMENT COMMITTEE. APPROX 240 HOURS PER MONTH. 2) NOB: Fritz Herman LLC (current). TITLE: Managing Member. STARTED: June 2021. LOCATION: Narberth PA. NATURE: Family & friends LLC to hold a single, passive investment in Restore Hyper Wellness. DUTIES: My duties include controlling the LLC bank account (mainly to pay annual filing fees) and listening to an hour long quarterly update call. I devote approximately 20 minutes per month to this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-18

Designations

• Chartered Financial Analyst

Other Names

• Ted Bruenner
• Frederick Bruenner