Sevenpoint Partners LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
333073
Registered since
March 10, 2025

Firm profile

FINTRX

Overview

Sevenpoint Partners LLC is organized as a limited liability company and appears to have completed SEC registration in 2025. The firm is owned by an individual and is classified in the snapshot data as "Unclassified." The profile indicates the firm is not identified as a capital allocator or an active ESG investor. Key fields that typically describe client segments, fee structure, business activities, and advisory offerings were left blank in the source data, so there are no published details on the firm's investment philosophy, target client types, or pricing model. The registration timing and the absence of disclosed clients or AUM suggest the firm may be in an early operational stage or has not yet begun active advisory relationships. The snapshot also flags the firm as not a multi-state adviser, though location data (see below) shows offices in more than one state.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Zoller

    Chief Executive OfficerCRD 4795542

Contacts

3 of 8
  • Nolan Cummings

    Nolan Cummings

    AssociateCRD 7385502

  • Matthew Thornton

    Matthew Thornton

    Partner, PresidentCRD 4239263

  • Luis Goberna

    PrincipalCRD 7152621

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth