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| Happy Holidays!! thanks for using AUM13F!! |
| Centerpoint Advisors LLC
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| CRD # | 156698 |
| SEC # | 801-72619 |
| CIK # | 0001733788 |
| AUM | $687.7 M (2025-03-26) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 781-400-1748 |
| Address | 175 Highland Avenue Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| DT Midstream Inc | 0.0 | ||
| Perkinelmer Inc | 0.0 | ||
| Annaly Capital Management Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Chewy Inc | 0.0 | ||
| Clearsign Combustion Corp | 0.0 | ||
| Energy Transfer Equity LP | 0.0 | ||
| Spotify Technology Sa | 0.0 | ||
| ZAIS Financial Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 63.2 |
| (b) Individuals (high net worth individuals) | 199 | 621.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 1 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 687.7 |
| By Discretionary | ||
| Discretionary | 1,017 | 668.9 |
| Non-Discretionary | 3 | 18.8 |
| Total | 1,020 | 687.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.7 | |
| Total | 1,020 | 687.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001733788] |
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