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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001801184] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Riverview Capital Advisers LLC
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|
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 |