STABLEPOINT PARTNERS, LLC
Firm details
- Headquarters
- BRAINTREE, Massachusetts
- CRD number
- 328503
- Registered since
- November 15, 2023
- Website
- stablepointpartners.com
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.79%
- Individuals13.25%
- State / Municipal Government0.54%
- Pension & Profit Sharing Plans0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stablepoint Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, reflecting an emphasis on manager selection and outsourced solutions. The firm is not an active ESG investor and is recorded as operating without related advisers or multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities35%
- Investment Grade Corp Bonds20%
- US Government Bonds15%
- Private Funds10%
- State & Local Bonds5%
Contacts
3 of 5Claire Smith
Vice President, Wealth AdvisorCRD 6384810
CHRISTOPHER GRIFFITH
Managing Partner & Co-FounderCRD 4228303
HENRY WHEELWRIGHT
Managing Partner & Co-FounderCRD 4420164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$227M in ETFs
53%
$121M
43%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $13.1M | 219,580 | 5.78% |
Location
BRAINTREE, MA
NORFOLK
Location
BRAINTREE, MA
Headquartered in BRAINTREE, 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
- NORFOLK
- Address
- 45 Braintree Hill Park
- Time zone
- ET (UTC-5)
- Office locations
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