Stablepoint Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated March 11, 2026, reports $930M in regulatory assets under management, 11 employees, and 2,146 accounts.
Assets Under Management
$930M
Employees
11
Offices
--
Total Clients
561
Primary office
BRAINTREE, MA
45 BRAINTREE HILL PARK, SUITE #402, BRAINTREE, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
298
2
HNWI
46.9%
263
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$930Mas of March 11, 2026
Discretionary99.6%
$926M
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
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$930M
Total Accounts2,146
10Y AUM Change+$930M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee51:1
10Y Employee Change+6 (+120.0%)
* 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.