Data / Investment advisers / Massachusetts / Stablepoint Partners, LLC
Stablepoint Partners, LLC, Braintree, MA: $930 million AUM, SEC registered investment adviser
Stablepoint Partners, LLC is an SEC registered investment adviser with its main office in Braintree, Massachusetts and reports $930 million in regulatory assets under management in its Form ADV filed July 2, 2026. Its clients include high net worth individuals, individuals and state and municipal governments. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 328503
- SEC file number
- 801-129030
- SEC status
- Approved, effective November 15, 2023
- Main office
- 45 Braintree Hill Park Suite #402, Braintree, MA 02184
- Phone
- (781) 654-4600
- Website
- stablepointpartners.com
- Regulatory AUM
- $929,968,549 in the Form ADV filed July 2, 2026
- Discretionary AUM
- $926,092,757
- Non discretionary AUM
- $3,875,792
- Accounts
- 2,146
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 2, 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 | 263 | $797.8 million |
| Individuals (other than high net worth individuals) | 298 | $123.2 million |
| State or municipal government entities | Fewer than 5 | $5 million |
| Pension and profit sharing plans | Fewer than 5 | $3.9 million |
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 | $930 million | March 11, 2026 |
| December 1, 2025 | $797.7 million | September 4, 2025 |
Other advisers in Braintree
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pallas Capital Advisors, LLC | Braintree | $4.31 billion | Not listed | adviserinfo.sec.gov |
| Hite Hedge Asset Management LLC | Braintree | $2.18 billion | 4 | adviserinfo.sec.gov |
| Msa Financial | Braintree | $1.41 billion | Not listed | adviserinfo.sec.gov |
| MG Financial LLC | Braintree | $1.13 billion | 21 | adviserinfo.sec.gov |
| Peddock Capital Advisors, LLC | Braintree | $836.2 million | Not listed | adviserinfo.sec.gov |
| Compass Capital Corporation | Braintree | $695.5 million | Not listed | adviserinfo.sec.gov |
| Little House Capital, LLC | Braintree | $675.2 million | Not listed | adviserinfo.sec.gov |
| Kelly Financial Services LLC | Braintree | $623.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Braintree, MA
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stablepoint Partners, LLC 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.