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 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
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 8Nolan Cummings
AssociateCRD 7385502

Matthew Thornton
Partner, PresidentCRD 4239263
Luis Goberna
PrincipalCRD 7152621
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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