SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Single Point Partners
Boston, MA
Single Point Partners, LLC, CRD 163793
Firm filing updated March 6, 2026 ·
- $641.3MAssets
- 12Advisory staff
- 1,096Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals136
- Individuals59
- Investment companies6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 59 | $30.7 million |
| High net worth individuals | 136 | $608.8 million |
| Investment companies | 6 | $155,040 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$641.3 million
- Accounts1,096
- Discretionary$635.4 million · 1,073 accounts
- Non-discretionary$5.9 million · 23 accounts
People
- Employees16
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Single Point Partners, LLC SEC-registered investment advisor. CRD 163793, SEC file 801-112849.
- Registered with the SEC as an investment advisor (status date on record: April 16, 2018).
Is Single Point Partners a fiduciary?
Short answer: Single Point Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.