Single Point Partners

RIASEC Registered

Total AUM

$641M

Discretionary

$635M

99% of AUM

Avg account

$585K

Accounts

1,096

Employees

16

Advisory reps

11

Firm details

Headquarters: Boston, Massachusetts
CRD number: 163793
Registered since: April 16, 2018
Website: spcfo.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Fixed Fees
Client types: HNWI94.93%
Individuals4.79%
Corporations / Businesses0.26%
Investment Companies0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Single Point Partners is an independent registered investment adviser that began SEC registration in 2018. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts, operating under a fixed-fee model. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds88%
Cash & Cash Equivalents5%
State & Local Bonds4%
Exchange Traded Equities3%

Owners & executives

3 of 7

Shaun Erickson
Chief Planning OfficerCRD 4511189
Michelle Lum
Personal CFOCRD 7227774
Leah Warren
Personal CFOCRD 6281797

Unlock 4 more executives →

Contacts

3 of 4

Claire Hawkes
AssociateCRD 6991177
Sara Thomson
Planning AnalystCRD 7394107
Abraham Kirby-Galen
Planning AnalystCRD 7712295

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 76

Active vs passive

$705M in ETFs

Passive

100%

$703M

Active

<1%

$2.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$171M	223,572	24.28%

Unlock additional holdings →

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Suffolk
Address: 277 Dartmouth St
Time zone: ET (UTC-5)
Office locations

Similar firms

Timber Creek Capital Management, LLC

Boston, MA

AUM $637MTEAM 4REPS 3

Rose Park Advisors, LLC

Boston, MA

AUM $630MTEAM 13REPS 3

Sandia Investment Management LP

Boston, MA

AUM $625MTEAM 6REPS 3

Riverview Capital Advisers LLC

Boston, MA

AUM $624MTEAM 8REPS 6

Turas Capital Management

Boston, MA

AUM $614MTEAM 2REPS 2

Hoopoe Advisors

Boston, MA

AUM $610MTEAM 11REPS 11

More RIAs in Boston →All Massachusetts RIAs →