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| Stablepoint Partners LLC
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| CRD # | 328503 |
| SEC # | 801-129030 |
| CIK # | 0002011237 |
| AUM | 930.0 M (2026-03-11) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-654-4600 |
| Address | 45 Braintree Hill Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011237 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.0 | ||
| Broadcom Inc | 13.2 | ||
| J P Morgan Chase & Co | 12.8 | ||
| FPL Group Inc | 11.4 | ||
| Amgen Inc | 11.3 | ||
| Amazon Com Inc | 10.3 | ||
| Cisco Systems Inc | 9.9 | ||
| Coca Cola Co | 9.9 | ||
| Seagate Technology PLC | 9.8 | ||
| Alphabet Inc | 9.2 | ||
| CVS Caremark Corp | 9.1 | ||
| iShares Comex Gold Trust | 9.1 | ||
| Merck & Co Inc | 8.6 | ||
| Microsoft Corp | 8.5 | ||
| Phillips 66 | 8.2 | ||
| Qualcomm Inc/DE | 7.9 | ||
| Johnson & Johnson | 7.6 | ||
| Chevron Corp | 7.5 | ||
| Toronto Dominion Bank | 7.5 | ||
| Procter & Gamble Co | 7.3 | ||
| Wal Mart Stores Inc | 7.2 | ||
| Lockheed Martin Corp | 7.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 123.2 |
| (b) Individuals (high net worth individuals) | 263 | 797.8 |
| (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 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 5.0 |
| (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 | 2,146 | 930.0 |
| By Discretionary | ||
| Discretionary | 2,128 | 926.1 |
| Non-Discretionary | 18 | 3.9 |
| Total | 2,146 | 930.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 929.5 | |
| Total | 2,146 | 930.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011237] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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|
RiversEdge Advisors LLC
✚
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