David Menzies Haselwood
Investment Adviser Representative at FORT Point Capital Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Menzies Haselwood is an investment adviser representative with FORT Point Capital Partners LLC in Austin, TX, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Infinium Securities Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FORT Point Capital Partners LLCNov 2025 – no end date reportedSan Francisco, CA
- Trilogy, Inc.Oct 2020 – Sep 2023Austin, TX
- G-con Manufacturing, LLCApr 2009 – Jul 2021College Station, TX
- JFL Capital ManagementSep 2018 – Oct 2020Austin, TX
- LYON Street CapitalDec 2016 – Sep 2018San Francisco, CA
- Prytime Medical DevicesDec 2014 – Dec 2016Boerne, TX
- Cansup (Cancer Support Network)Sep 2023 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FORT Point Capital Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-69650
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Menzies Haselwood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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