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 $640.0 MM (2023-03-15)
Employees 15 (60% Investors, 0% Brokers)
Phone617-600-0510
Address277 Dartmouth Street
Boston, MA 02116
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
70056042028014002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.0
BSX 53,608.9 0.0
MSFT 1,918,222.4 0.0
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002019202020222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 66 42.8
(b) Individuals (high net worth individuals) 141 596.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 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 1,186 640.0
By Discretionary
Discretionary 1,147 623.0
Non-Discretionary 39 16.9
Total 1,186 640.0
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 639.5
Total 1,186 640.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001801184]
Comparable Firms State AUM ($BB)
Summit Wealth & Retirement Planning Inc
CA 0.6
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MA 0.6
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MI 0.6
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DC 0.6
The Waterford Group LLC
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Ashford Advisors LLC
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Porter White Investment Advisors Inc
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AIRE Advisors LLC
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Quadcap Wealth Management LLC
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Pacific Global Investment Management Co
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