{
  "crd_number": 163793,
  "slug": "single-point-partners-boston-ma-163793",
  "primary_business_name": "SINGLE POINT PARTNERS",
  "legal_name": "SINGLE POINT PARTNERS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 641329267.0,
  "raum_discretionary": 635432972.0,
  "raum_non_discretionary": 5896295.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 30700852.0,
      "count": 59
    },
    "investment_companies": {
      "raum": 155040.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 608811320.0,
      "count": 136
    },
    "corporations_other_businesses": {
      "raum": 1662055.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MA",
    "NH",
    "NY",
    "RI"
  ],
  "websites": [
    "https://facebook.com/SINGLE-POINT-PARTNERS-302594843412863",
    "https://instagram.com/singlepointpartners?hl=en",
    "https://linkedin.com/COMPANY/SINGLE-POINT-PARTNERS",
    "https://spcfo.com",
    "https://x.com/spcfo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163793",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/single-point-partners-boston-ma-163793",
  "display_name": "Single Point Partners",
  "summary": "Single Point Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Single Point Partners (CRD 163793): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Single Point Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Single Point Partners reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Single Point Partners located?",
      "a": "Single Point Partners' principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Single Point Partners registered with the SEC or a state?",
      "a": "Single Point Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 163793."
    },
    {
      "q": "How much does Single Point Partners manage?",
      "a": "Single Point Partners reports $641,329,267 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary)."
    },
    {
      "q": "How have Single Point Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Single Point Partners: Regulatory assets under management: $390,903,157 in the October 2021 data and $641,329,267 in the October 2026 data, up 64%. Total employees: 9 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Single Point Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (59); investment companies (6)."
    },
    {
      "q": "Which custodians does Single Point Partners use?",
      "a": "Single Point Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Single Point Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163793"
    },
    {
      "q": "Does Single Point Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"There is no minimum account size required to become a client of Single Point.\""
    },
    {
      "q": "What changed in Single Point Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $567,607,386 to $641,329,267 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 390903157.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 476009526.0,
      "total_employees": 11,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 639972790.0,
      "total_employees": 15,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 524990693.0,
      "total_employees": 14,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 567607386.0,
      "total_employees": 12,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 641329267.0,
      "total_employees": 16,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $567,607,386 to $641,329,267 (+13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CT, RI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size required to become a client of Single Point."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size required to become a client of Single Point."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/single-point-partners-boston-ma-163793.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 30700852.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 136,
      "fewer_than_5": false,
      "raum": 608811320.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 155040.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1662055.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163793",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}