PPrivate Fund Data Log in Join · $37/mo

Single Point Partners, LLC

● SEC registered since 2018CRD 163793SEC# 801-112849Boston, MA
Export (members)
Reg. AUM
$567.6M
Employees
12
Accounts
1,028
Location
Boston, MA

Single Point Partners, LLC assets under management

Single Point Partners, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2018. It reports $567.6 million in regulatory assets under management and employs 12 people.
x.com/spcfoView on SEC.gov ↗

Single Point Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Shaun David Erickson ControlChief Compliance Officer, Managing MemberUnder 5%2012
Single Point Management, LLC ControlMemberOver 75%2012
Rene Antonio Jarquin ControlMember & Chief Investment Officer50-75%2017
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Single Point Partners, LLC manage?

Single Point Partners, LLC reports $567.6 million in regulatory assets under management on its Form ADV.

How many employees does Single Point Partners, LLC have?

Single Point Partners, LLC reports 12 employees.

Where is Single Point Partners, LLC located?

Single Point Partners, LLC is based in Boston, MA and has been SEC-registered since 2018.

Does Single Point Partners, LLC disclose fund performance?

Single Point Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address277 Dartmouth Street, 4th Floor, Boston, MA 02116
Phone617-600-0510
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$558.7M
Non-discretionary$8.9M
Total (RAUM)$567.6M