Single Point Partners, LLC
● SEC registered since 2018CRD 163793SEC# 801-112849Boston, MA
Reg. AUM
$641.3M
Employees
16
Accounts
1,096
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 $641.3 million in regulatory assets under management and employs 16 people.
Single Point Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shaun David Erickson Control | Chief Compliance Officer, Managing Member | Under 5% | 2012 |
| Single Point Management, LLC Control | Member | Over 75% | 2012 |
| Rene Antonio Jarquin Control | Member & Chief Investment Officer | 50-75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Single Point Partners, LLC manage?
Single Point Partners, LLC reports $641.3 million in regulatory assets under management on its Form ADV.
How many employees does Single Point Partners, LLC have?
Single Point Partners, LLC reports 16 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
| Address | 277 Dartmouth Street, 4th Floor, Boston, MA 02116 |
| Phone | 617-600-0510 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$641.3M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$641.3Mregulatory AUM
Discretionary $635.4MNon-discretionary $5.9M