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| Happy Holidays!! thanks for using AUM13F!! |
| Stablepoint Partners LLC
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| CRD # | 328503 |
| SEC # | 801-129030 |
| CIK # | 0002011237 |
| AUM | $797.7 M (2025-04-08) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 781-654-4600 |
| Address | 45 Braintree Hill Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.8 | ||
| Broadcom Inc | 11.5 | ||
| J P Morgan Chase & Co | 11.4 | ||
| Microsoft Corp | 11.3 | ||
| iShares Comex Gold Trust | 10.1 | ||
| Amazon Com Inc | 9.4 | ||
| FPL Group Inc | 9.0 | ||
| Amgen Inc | 8.3 | ||
| Coca Cola Co | 8.3 | ||
| Facebook Inc | 7.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 112.2 |
| (b) Individuals (high net worth individuals) | 232 | 685.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 2,166 | 797.7 |
| By Discretionary | ||
| Discretionary | 2,166 | 797.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,166 | 797.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 797.2 | |
| Total | 2,166 | 797.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011237] |
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|---|---|---|
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Claris Advisors LLC
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|
MO | 0.8 |
|
Teamwork Financial Advisors LLC
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TX | 0.8 |
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Fortis Group Advisors LLC
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NJ | 0.8 |
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Canopy Partners LLC
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OH | 0.8 |
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Vaquero Private Wealth Ltd
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TX | 0.8 |
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Berthel Fisher & Company Financial Services Inc
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IA | 0.8 |
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Claremont Capital Management LLC
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AZ | 0.8 |
|
Perryman Financial Advisory Inc
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TX | 0.8 |
|
Occidental Asset Management LLC
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CA | 0.8 |
|
Founders Capital Management LLC
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CT | 0.8 |