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Single Point Partners LLC
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CRD # | 163793 |
SEC # | 801-112849 |
CIK # | 0001801184 |
AUM | $640.0 MM (2023-03-15) |
Employees | 15 (60% Investors, 0% Brokers) |
Phone | 617-600-0510 |
Address | 277 Dartmouth Street Boston, MA 02116 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001801184] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.6 |
Cubic Asset Management LLC
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|
MA | 0.6 |
ISTO Advisors LLC
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MI | 0.6 |
International City Management Association Retirement Corporation
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DC | 0.6 |
The Waterford Group LLC
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NY | 0.6 |
Ashford Advisors LLC
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NY | 0.6 |
Porter White Investment Advisors Inc
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AL | 0.6 |
AIRE Advisors LLC
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CA | 0.6 |
Quadcap Wealth Management LLC
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TX | 0.6 |
Pacific Global Investment Management Co
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CA | 0.6 |