Fort Point Capital Partners LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1589282
San Francisco, CA
Position in LEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,317
+$1,851 QoQ
Shares Held
10,885
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#85
of 101 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fort Point Capital Partners LLC holds $6,178,171 across 12 Asset Management names. LEO ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
50,000 | $1,508,500 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
13,152 | $1,105,557 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,820 | $834,943 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,020 | $593,916 | |
| 5 | OTF |
Blue Owl Technology Finance Corp.
|
55,646 | $575,936 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
60,130 | $526,137 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
23,470 | $255,118 | |
| 8 | BLK |
BlackRock, Inc.
|
264 | $253,851 |
All Filings in LEO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,317 | 10,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,466 | 10,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $69,228 | 10,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,031 | 10,885 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $403,773 | 65,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $396,048 | 64,926 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $445,424 | 76,011 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||