Single Point Partners
Single Point Partners is an SEC-registered wealth manager in Boston, MA with $641.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Single Point Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163793, SEC 801-112849, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $641.3M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 16
- Clients
- 195
- CRD
- 163793
- Ownership
- SINGLE POINT MANAGEMENT, LLC; ERICKSON, SHAUN, DAVID; JARQUIN, RENE, ANTONIO
How much AUM does Single Point Partners have?
Single Point Partners reported $641.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Single Point Partners?
Disclosed owners and executives of Single Point Partners include SINGLE POINT MANAGEMENT, LLC, ERICKSON, SHAUN, DAVID, JARQUIN, RENE, ANTONIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.