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SINGLE POINT PARTNERS
Legal name: SINGLE POINT PARTNERS, LLC
CRD 163793File 801-112849
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$641.3M
Above cohort median (national)
Discretionary AUM
$635.4M
Non-discretionary $5.9M
Clients
201
1,096 accounts
Employees
16
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 16, 2018
- Principal office
- 277 DARTMOUTH STREET, 4TH FLOOR, BOSTON, MA, 02116
- Phone
- 617-600-0510
- Website
- https://x.com/spcfo
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $641.3M
- Discretionary AUM
- $635.4M
- Non-discretionary AUM
- $5.9M
- Discretionary accounts
- 1,073
- Non-discretionary accounts
- 23
- Total accounts
- 1,096
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.7M |
| Investment companies | 6 | $155K |
| High net worth individuals | 136 | $608.8M |
| Individuals (other than high net worth individuals) | 59 | $30.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.