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| Single Point Partners LLC
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|---|---|
| CRD # | 163793 |
| SEC # | 801-112849 |
| CIK # | 0001801184 |
| AUM | 641.3 M (2026-03-06) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 617-600-0510 |
| Address | 277 Dartmouth Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801184 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.4 | ||
| Apple Inc | 4.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 30.7 |
| (b) Individuals (high net worth individuals) | 136 | 608.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 0.2 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 641.3 |
| By Discretionary | ||
| Discretionary | 1,073 | 635.4 |
| Non-Discretionary | 23 | 5.9 |
| Total | 1,096 | 641.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 641.3 | |
| Total | 1,096 | 641.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801184] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
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