SINGLE POINT PARTNERS, LLC
Legal name: SINGLE POINT PARTNERS
CRD #163793 SEC #801-112849 BOSTON, MA 617-600-0510
SEC Registered
Total AUM
$567.6M
Discretionary
$558.7M
Employees
12
Clients
101
Accounts
1,028
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $567.6M | $558.7M | $8.9M | 12 | 6 |
| Mar 2025 | $567.6M | $558.7M | $8.9M | 12 | 6 |
| Oct 2024 | $525M | $515.4M | $9.6M | 14 | 10 |
| Mar 2024 | $525M | $515.4M | $9.6M | 14 | 10 |
| Nov 2023 | $640M | $623M | $16.9M | 15 | 10 |
| Mar 2023 | $640M | $623M | $16.9M | 15 | 10 |
| Mar 2023 | $640M | $623M | $16.9M | 15 | 10 |
| Mar 2022 | $476M | $466.4M | $9.6M | 11 | 2 |
| Mar 2021 | $390.9M | $381.5M | $9.4M | 9 | 8 |
| Sep 2020 | $229.3M | $225.8M | $3.5M | 7 | 3 |
| Jun 2020 | $229.3M | $225.8M | $3.5M | 7 | 3 |
| Mar 2020 | $229.3M | $225.8M | $3.5M | 7 | 3 |
| Mar 2019 | $192.8M | $189.5M | $3.3M | 6 | 4 |
| Mar 2018 | $102.1M | $100.3M | $1.9M | 3 | 0 |
| Mar 2018 | $102.1M | $100.3M | $1.9M | 3 | 0 |
| Mar 2018 | $102.1M | $100.3M | $1.9M | 3 | 0 |
DateAug 2025
Total AUM$567.6M
Discretionary$558.7M
Non-Disc.$8.9M
Employees12
Clients6
DateMar 2025
Total AUM$567.6M
Discretionary$558.7M
Non-Disc.$8.9M
Employees12
Clients6
DateOct 2024
Total AUM$525M
Discretionary$515.4M
Non-Disc.$9.6M
Employees14
Clients10
DateMar 2024
Total AUM$525M
Discretionary$515.4M
Non-Disc.$9.6M
Employees14
Clients10
DateNov 2023
Total AUM$640M
Discretionary$623M
Non-Disc.$16.9M
Employees15
Clients10
DateMar 2023
Total AUM$640M
Discretionary$623M
Non-Disc.$16.9M
Employees15
Clients10
DateMar 2023
Total AUM$640M
Discretionary$623M
Non-Disc.$16.9M
Employees15
Clients10
DateMar 2022
Total AUM$476M
Discretionary$466.4M
Non-Disc.$9.6M
Employees11
Clients2
DateMar 2021
Total AUM$390.9M
Discretionary$381.5M
Non-Disc.$9.4M
Employees9
Clients8
DateSep 2020
Total AUM$229.3M
Discretionary$225.8M
Non-Disc.$3.5M
Employees7
Clients3
DateJun 2020
Total AUM$229.3M
Discretionary$225.8M
Non-Disc.$3.5M
Employees7
Clients3
DateMar 2020
Total AUM$229.3M
Discretionary$225.8M
Non-Disc.$3.5M
Employees7
Clients3
DateMar 2019
Total AUM$192.8M
Discretionary$189.5M
Non-Disc.$3.3M
Employees6
Clients4
DateMar 2018
Total AUM$102.1M
Discretionary$100.3M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2018
Total AUM$102.1M
Discretionary$100.3M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2018
Total AUM$102.1M
Discretionary$100.3M
Non-Disc.$1.9M
Employees3
Clients0