Single Point Partners LLC

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Assets, Funds, Holdings

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Single Point Partners LLC
CRD #163793
SEC #801-112849
CIK #0001801184
AUM $525.0 MM (2024-03-22)
Employees 14 (79% Investors, 0% Brokers)
Phone617-600-0510
Address277 Dartmouth Street
Boston, MA 02116
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
70056042028014002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.0
SPEM 0.0
GOOG 1,482,566.4 0.0
GOOGL 1,475,138.5 0.0
AMZN 1,092,997.8 0.0
NVDA 399,550.0 0.0
JPM 340,169.2 0.0
META 434,852.0 0.0
EBC 3,423.3 0.0
BAC 278,315.2 0.0
View All
Holdings by Sector ($MM)
4003202401608002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 68 45.6
(b) Individuals (high net worth individuals) 111 478.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 0.5
(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 963 525.0
By Discretionary
Discretionary 927 515.4
Non-Discretionary 36 9.6
Total 963 525.0
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 524.4
Total 963 525.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001801184]
Comparable Firms State AUM ($BB)
Riverview Capital Advisers LLC
MA 0.5
Rock Point Advisors LLC
VT 0.5
Lloyd Capital LLC
0.5
NBW Capital LLC
MA 0.5
MTM Investment Management LLC
SC 0.5
Tradewinds Capital Management LLC
WA 0.5
Wahed Invest LLC
NY 0.5
WMG Financial Advisors LLC
TN 0.5
First Citizens Asset Management Inc
NC 0.5
Liquid Strategies LLC
GA 0.5
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