STABLEPOINT PARTNERS, LLC

CRD 328503File 801-129030

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$930.0M

Above cohort median (national)

Discretionary AUM

$926.1M

Non-discretionary $3.9M

Clients

561

2,146 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Nov 15, 2023
Principal office: 45 BRAINTREE HILL PARK, SUITE #402, BRAINTREE, MA, 02184
Phone: (781) 654-4600
Website: https://vimeo.com/showcase/11352883

Assets & accounts

ADV Item 5F

Total regulatory AUM: $930.0M
Discretionary AUM: $926.1M
Non-discretionary AUM: $3.9M
Discretionary accounts: 2,128
Non-discretionary accounts: 18
Total accounts: 2,146
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	263	$797.8M
Pension and profit sharing plans	Fewer than 5	$3.9M
State or municipal government entities	Fewer than 5	$5.0M
Individuals (other than high net worth individuals)	298	$123.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.