Sevenpoint Partners LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 333073
- Registered since
- March 10, 2025
Firm profile
FINTRXOverview
Sevenpoint Partners LLC is an individually owned limited liability company that appears to operate as an unclassified SEC-registered investment adviser. The firm is listed as SEC-registered in 2025. Public-facing metadata indicates it does not act as a capital allocator, is not active on ESG integration, and is not identified as a multi-state adviser, pension consultant, or related adviser to another registered entity. The firm has not provided additional details about its business activities, advisory services, client segments, or investment strategies.
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 8
Nolan 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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