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| Happy Holidays!! thanks for using AUM13F!! |
| Single Point Partners LLC
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|---|---|
| CRD # | 163793 |
| SEC # | 801-112849 |
| CIK # | 0001801184 |
| AUM | $567.6 M (2025-03-20) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 617-600-0510 |
| Address | 277 Dartmouth Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Accenture PLC | 1.4 | |
| Bank of America Corp /DE/ | 1.3 | |
| Alphabet Inc | 1.0 | |
| Amazon Com Inc | 1.0 | |
| SPDR Gold Trust | 0.8 | |
| Facebook Inc | 0.6 | |
| International Business Machines Corp | 0.5 | |
| Home Depot Inc | 0.4 | |
| Nvidia Corp | 0.4 | |
| American Electric Power Co Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 22.7 |
| (b) Individuals (high net worth individuals) | 137 | 544.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,028 | 567.6 |
| By Discretionary | ||
| Discretionary | 1,000 | 558.7 |
| Non-Discretionary | 28 | 8.9 |
| Total | 1,028 | 567.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.6 | |
| Total | 1,028 | 567.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801184] |
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|---|---|---|
|
Scott & Selber Inc Capital Management
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TX | 0.6 |
|
Davidson Capital Management Inc
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TX | 0.6 |
|
Atlas Brown Inc
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KY | 0.6 |
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Lombard Advisers Incorporated
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MD | 0.6 |
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Leverty Financial Group LLC
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WI | 0.6 |
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Virtus ETF Advisers LLC
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CT | 0.6 |
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Cogentblue Wealth Advisors LLC
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TN | 0.6 |
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Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.6 |
|
Buck Wealth Strategies LLC
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|
CO | 0.6 |
|
WICK Capital Partners LLC
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|
PA | 0.6 |