Fort Point Capital Partners LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1589282
San Francisco, CA
Position in NAD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$168,682
-$4,956,884 QoQ
Shares Held
14,668
-96.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fort Point Capital Partners LLC holds $5,384,462 across 10 Asset Management names. NAD ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
50,000 | $1,772,000 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,864 | $828,361 | |
| 3 | OTF |
Blue Owl Technology Finance Corp.
|
52,356 | $648,690 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,056 | $563,339 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
60,000 | $547,800 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
6,576 | $430,596 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
23,470 | $259,578 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
14,668 | $168,682 |
All Filings in NAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,682 | 14,668 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $5,125,566 | 436,590 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,275,714 | 373,099 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $879,657 | 76,826 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $339,933 | 33,524 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $167,167 | 14,833 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||