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| Centerpoint Advisors LLC
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|---|---|
| CRD # | 156698 |
| SEC # | 801-72619 |
| CIK # | 0001733788 |
| AUM | 731.9 M (2026-03-31) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 781-400-1748 |
| Address | 175 Highland Avenue Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001733788 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Hawaiian Electric Industries Inc | 0.0 | ||
| CDW Corp | 0.0 | ||
| KKR & Co LP | 0.0 | ||
| Denali Holding Inc | 0.0 | ||
| Ventas Inc | 0.0 | ||
| Coinbase Global Inc | 0.0 | ||
| Pharvaris NV | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| ZAIS Financial Corp | 0.0 | ||
| American International Group Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 65.5 |
| (b) Individuals (high net worth individuals) | 201 | 663.4 |
| (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 | 3 | 0.2 |
| (h) Charitable organizations | 1 | 2.9 |
| (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 | 1,055 | 731.9 |
| By Discretionary | ||
| Discretionary | 1,055 | 731.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,055 | 731.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 731.9 | |
| Total | 1,055 | 731.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001733788] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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