Investment adviser · CRD 163793
SINGLE POINT PARTNERS
Investment adviser filing (IA)
SINGLE POINT PARTNERS, LLC
BOSTON, MA, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $641M Form ADV · Item 5.F
- Client accounts
- 1,096 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $608,811,320 | 94.9% |
| Individuals | 59 | $30,700,852 | 4.8% |
| Corporations & businesses | Fewer than 5 | $1,662,055 | 0.3% |
| Investment companies | 6 | $155,040 | 0.0% |
Filing source
Form ADV 2058435 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
277 DARTMOUTH STREET, 4TH FLOORBOSTON, MA, 02116, United States
CRD 163793
Filing source
Form ADV 2058435 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.