Single Point Partners is an investment advisor in Boston with $476.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
455307819
SEC advisor number
801-112849
FINRA CRD number
163793
AUM ?
$524.99 mm
(as of 22 Mar 24)
Accounts
963
(as of 22 Mar 24)
Employees
14
(11 investment advisory or research)
Address
Single Point Partners
277 DARTMOUTH STREET, 4TH FLOOR
BOSTON
MA 02116
277 DARTMOUTH STREET, 4TH FLOOR
BOSTON
MA 02116
Phone
617-600-0510
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Oct 24
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22