Data / Investment advisers / Massachusetts / Single Point Partners
Single Point Partners, Boston, MA: $641 million AUM, SEC registered investment adviser
Single Point Partners is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $641 million in regulatory assets under management in its Form ADV filed October 5, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 163793
- SEC file number
- 801-112849
- SEC status
- Approved, effective April 16, 2018
- Legal name
- Single Point Partners, LLC
- Main office
- 277 Dartmouth Street 4th Floor, Boston, MA 02116
- Phone
- (617) 600-0510
- Regulatory AUM
- $641,329,267 in the Form ADV filed October 5, 2026
- Discretionary AUM
- $635,432,972
- Non discretionary AUM
- $5,896,295
- Accounts
- 1,096
- Employees
- 16, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 9
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 136 | $608.8 million |
| Individuals (other than high net worth individuals) | 59 | $30.7 million |
| Corporations or other businesses | Fewer than 5 | $1.7 million |
| Investment companies | 6 | $155,040 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $641.3 million | March 6, 2026 |
| December 1, 2025 | $567.6 million | August 18, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Essex Investment Management Company, LLC | Boston | $712.7 million | Not listed | adviserinfo.sec.gov |
| Redwood Investments, LLC | Boston | $710.1 million | Not listed | adviserinfo.sec.gov |
| Lincoln Peak Capital Management, LLC | Boston | $706.5 million | 5 | adviserinfo.sec.gov |
| Kaleidoscope Capital | Boston | $706.2 million | 3 | adviserinfo.sec.gov |
| Siharum Advisors, LLC | Boston | $687.5 million | Not listed | adviserinfo.sec.gov |
| Timber Creek Capital Management, LLC | Boston | $636.8 million | Not listed | adviserinfo.sec.gov |
| Rose Park Advisors, LLC | Boston | $629.9 million | 7 | adviserinfo.sec.gov |
| Sandia Investment Management LP | Boston | $625.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Single Point Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.