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| Single Point Partners LLC
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|
|---|---|
| CRD # | 163793 |
| SEC # | 801-112849 |
| CIK # | 0001801184 |
| AUM | $525.0 MM (2024-03-22) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 617-600-0510 |
| Address | 277 Dartmouth Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
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Riverview Capital Advisers LLC
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MA | 0.5 |
|
Rock Point Advisors LLC
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VT | 0.5 |
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0.5 | |
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NBW Capital LLC
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MA | 0.5 |
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MTM Investment Management LLC
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SC | 0.5 |
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Tradewinds Capital Management LLC
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WA | 0.5 |
|
Wahed Invest LLC
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NY | 0.5 |
|
WMG Financial Advisors LLC
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TN | 0.5 |
|
First Citizens Asset Management Inc
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NC | 0.5 |
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Liquid Strategies LLC
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GA | 0.5 |