|
⚲
|
| Single Point Partners LLC
✚
|
|
|---|---|
| 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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
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 |
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The Waterford Group LLC
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NY | 0.6 |
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Ashford Advisors LLC
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Porter White Investment Advisors Inc
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AL | 0.6 |
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AIRE Advisors LLC
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CA | 0.6 |
|
Quadcap Wealth Management LLC
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TX | 0.6 |
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Pacific Global Investment Management Co
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CA | 0.6 |