# Single Point Partners

> 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.

- CRD: 163793
- Filed as: SINGLE POINT PARTNERS
- Legal name: Single Point Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163793
- AdvisorCensus page: https://advisorcensus.com/firm/single-point-partners-boston-ma-163793

## Quick answers

**How is Single Point Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Single Point Partners reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Single Point Partners located?**
Single Point Partners' principal office is in Boston, MA, according to its Form ADV.

**Is Single Point Partners registered with the SEC or a state?**
Single Point Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 163793.

**How much does Single Point Partners manage?**
Single Point Partners reports $641,329,267 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary).

**How have Single Point Partners' assets and staff changed since 2021?**
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.

**What types of clients does Single Point Partners serve?**
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).

**Which custodians does Single Point Partners use?**
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.

**Does Single Point Partners report any disciplinary disclosures?**
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

**Does Single Point Partners state an account minimum?**
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."

**What changed in Single Point Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> There is no minimum account size required to become a client of Single Point.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

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.

### Regulatory assets under management (Item 5.F)
- Total: $641,329,267
- Discretionary: $635,432,972
- Non-discretionary: $5,896,295

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $30,700,852 |
| High net worth individuals | 136 | $608,811,320 |
| Investment companies | 6 | $155,040 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,662,055 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, NY, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- spcfo.com
- Facebook @SINGLE-POINT-PARTNERS-302594843412863
- Instagram @singlepointpartners
- LinkedIn @SINGLE-POINT-PARTNERS
- X @spcfo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,903,157 | 9 | March 30, 2021 |
| October 2022 | $476,009,526 | 11 | March 16, 2022 |
| October 2023 | $639,972,790 | 15 | March 15, 2023 |
| October 2024 | $524,990,693 | 14 | March 22, 2024 |
| October 2025 | $567,607,386 | 12 | March 20, 2025 |
| October 2026 | $641,329,267 | 16 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $567,607,386 to $641,329,267 (+13%).

### December 2025
- Registered or notice-filed in CT, RI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Single Point Partners (CRD 163793): Form ADV filing data as of October 2026.