# Stablepoint Partners, LLC

> Stablepoint Partners, LLC is an SEC-registered investment advisory firm in Braintree, MA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 328503
- Filed as: STABLEPOINT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328503
- AdvisorCensus page: https://advisorcensus.com/firm/stablepoint-partners-llc-braintree-ma-328503

## Quick answers

**How is Stablepoint Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stablepoint Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Stablepoint Partners, LLC located?**
Stablepoint Partners, LLC's principal office is in Braintree, MA, according to its Form ADV.

**Is Stablepoint Partners, LLC registered with the SEC or a state?**
Stablepoint Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328503.

**How much does Stablepoint Partners, LLC manage?**
Stablepoint Partners, LLC reports $929,968,549 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**How have Stablepoint Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Stablepoint Partners, LLC: Regulatory assets under management: $534,681,810 in the October 2024 data and $929,968,549 in the October 2026 data, up 74%. Total employees: 6 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stablepoint Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (298); high net worth individuals (263).

**Which custodians does Stablepoint Partners, LLC use?**
Stablepoint Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stablepoint Partners, LLC 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/328503

**Does Stablepoint Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 2, 2026 says: "Stablepoint Partners generally does not impose a minimum relationship size."

**What changed in Stablepoint Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $797,651,995 to $929,968,549 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

- Account minimum: None

> Stablepoint Partners generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

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: $929,968,549
- Discretionary: $926,092,757
- Non-discretionary: $3,875,792

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 298 | $123,246,058 |
| High net worth individuals | 263 | $797,801,114 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,875,792 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $5,045,585 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, FL, MA, ME, NC, NH, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stablepointpartners.com
- stablepointprivatewealth.com
- vimeo.com/showcase/11352883
- Facebook @stablepointpartners
- Instagram @stablepoint_partners
- LinkedIn @stablepoint-partners
- X @stablepointp
- YouTube @StablepointPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $534,681,810 | 6 | August 23, 2024 |
| October 2025 | $797,651,995 | 9 | April 8, 2025 |
| October 2026 | $929,968,549 | 11 | July 2, 2026 |

Regulatory assets under management: $534,681,810 in the October 2024 data and $929,968,549 in the October 2026 data, up 74%.
Total employees: 6 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $797,651,995 to $929,968,549 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stablepoint Partners, LLC (CRD 328503): Form ADV filing data as of October 2026.