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 is recorded as having registered with the SEC in 2025. Ownership is listed as an individual proprietor and the firm’s classification is unclassified in the available records. The snapshot flags that Sevenpoint is not identified as a capital allocator, does not self-report active ESG investing, and is not designated as a multi-state adviser in the dataset. The filings and profile provide minimal detail about the firm’s advisory activities, fee structure, or client types. Publicly available data for Sevenpoint Partners LLC is sparse, so there is limited visibility into its investment strategy, target clients, or service model from this source.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Matthew Thornton

    Matthew Thornton

    Partner, PresidentCRD 4239263

  • Robert Farina

    Robert Farina

    PartnerCRD 5193979

  • Kristin Hogan

    Kristin Hogan

    PartnerCRD 5938265

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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