Sevenpoint Partners LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 333073
- Registered since
- March 10, 2025
Firm profile
FINTRXOverview
Sevenpoint Partners LLC is organized as a limited liability company and is registered with the SEC as of 2025. Ownership is held at the individual level and the firm is listed as an unclassified adviser in the available snapshot. Publicly reported attributes indicate it is not a capital allocator, it does not market itself as an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or related adviser. The firm has provided minimal detail about its advisory or business activities in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Eric Zoller
Chief Executive OfficerCRD 4795542
Contacts
3 of 9
Matthew Thornton
Partner, PresidentCRD 4239263
Robert Farina
PartnerCRD 5193979
Kristin Hogan
PartnerCRD 5938265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 60 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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