Single Point Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 6, 2026, reports $641M in regulatory assets under management, 16 employees, 9 offices, and 1,096 accounts.
Assets Under Management
$641M
Employees
16
Offices
9 offices
Total Clients
201
Primary office
BOSTON, MA
277 DARTMOUTH STREET, 4TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
136
2
Individuals
29.4%
59
3
Investment Cos.
3.0%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$641Mas of March 6, 2026
Discretionary99.1%
$635M
99% of total RAUM99.1%
Non-discretionary0.9%
$6M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$641M
Total Accounts1,096
10Y AUM Change+$539M (+527.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee13:1
10Y Employee Change+13 (+433.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.