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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SINGLE POINT PARTNERS

SINGLE POINT PARTNERS, LLC, CRD 163793

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a65b6e5d-c079-2d16-3512-4c9efe62efc7

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Mar 16, 2018 to Mar 6, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $641MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $635M
Private client RAUM: $640MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $58.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 12
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 1,096
Individual clients: 59
High net worth clients: 136
SEC number: 801-112849
CRD: 163793
Filings on the tape: 18
First filed: Mar 16, 2018
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SHAUN DAVID ERICKSON	Certified Financial Planner	BOSTON, MA	13	24	1	no
RENE ANTONIO JARQUIN	n/a	BOSTON, MA	9	22	1	no
Michelle Mei Girn Lum	Certified Financial Planner	BOSTON, MA	6	11	n/a	no
MEGHAN ELIZABETH DWYER	Certified Financial Planner	BOSTON, MA	5	13	1	no
Alexa Cynthia Fattore	Certified Financial Planner	BOSTON, MA	4	11	n/a	no
LEAH WARREN	Certified Financial Planner	BOSTON, MA	4	15	1	no
Claire Noel Hawkes	Certified Financial Planner	BOSTON, MA	3	12	1	no
SARA WALKER THOMSON	n/a	BOSTON, MA	3	15	n/a	no
Abraham Kirby-Galen	n/a	BOSTON, MA	3	10	n/a	no
MICHELLE SILVERMEN HARRISON	Certified Financial Planner	BOSTON, MA	3	13	1	no
Joshua Richard Sedlecky	n/a	BOSTON, MA	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ERICKSON, SHAUN, DAVID	MANAGING MEMBER	D	yes	04/2012	Mar 16, 2018	Oct 23, 2024
ERICKSON, SHAUN, DAVID	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	Na	yes	04/2012	Mar 16, 2018	Oct 23, 2024
JARQUIN, RENE, ANTONIO	MEMBER & CHIEF INVESTMENT OFFICER	D	yes	05/2017	Mar 16, 2018	Oct 23, 2024
SINGLE POINT MANAGEMENT, LLC	Member	E	yes	06/2012	Mar 16, 2018	Oct 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$641M	$635M	16	12	9	n/a	n/a
2024	Mar 20, 2025	$568M	$559M	12	11	10	n/a	n/a
2023	Mar 22, 2024	$525M	$515M	14	11	10	n/a	n/a
2022	Mar 9, 2023	$640M	$623M	15	9	7	n/a	n/a
2021	Mar 16, 2022	$476M	$466M	11	7	0	n/a	n/a
2020	Mar 30, 2021	$391M	$382M	9	6	0	n/a	n/a
2019	Mar 23, 2020	$229M	$226M	7	6	0	n/a	n/a
2018	Mar 28, 2019	$193M	$189M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$641M	$568M	13.0%	$640M	0.1%	16	12	9	10

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Dynamic	2	Sep 6, 2023	Aug 18, 2023	BOSTON, MA	Team lift out	RIA to RIA	16.7%

Relationships

Registered with (14)

← Joshua Richard SedleckyAdvisorregistration: current employment
Feb 22, 2024 to presentfactForm ADV
← MICHELLE SILVERMEN HARRISONAdvisorregistration: current employment
Aug 9, 2023 to presentfactForm ADV
← Abraham Kirby-GalenAdvisorregistration: current employment
Mar 21, 2023 to presentfactForm ADV
← Claire Noel HawkesAdvisorregistration: current employment
Jan 20, 2023 to presentfactForm ADV
← SARA WALKER THOMSONAdvisorregistration: current employment
Jan 20, 2023 to presentfactForm ADV
← LEAH WARRENAdvisorregistration: current employment
Apr 11, 2022 to presentfactForm ADV
← Alexa Cynthia FattoreAdvisorregistration: current employment
Mar 15, 2022 to presentfactForm ADV
← MEGHAN ELIZABETH DWYERAdvisorregistration: current employment
Mar 16, 2021 to presentfactForm ADV
← Michelle Mei Girn LumAdvisorregistration: current employment
Feb 20, 2020 to presentfactForm ADV
← RENE ANTONIO JARQUINAdvisorregistration: current employment
May 8, 2017 to presentfactForm ADV
← SHAUN DAVID ERICKSONAdvisorregistration: current employment
Oct 1, 2012 to presentfactForm ADV
← Cassandra Anton GoldenAdvisorregistration: previous registration
Oct 17, 2024 to Aug 15, 2025factForm ADV
← SETH DAVID CORKINAdvisorregistration: previous registration
Dec 8, 2017 to Sep 6, 2023factForm ADV
← ROBERT ERNEST DOCKENDORFFAdvisorregistration: previous registration
Oct 13, 2020 to Sep 6, 2023factForm ADV

Controls (3)

← ERICKSON, SHAUN, DAVIDOwnerMANAGING MEMBER, ownership code D, individual
Mar 16, 2018 to Oct 23, 2024factForm ADV
← JARQUIN, RENE, ANTONIOOwnerMEMBER & CHIEF INVESTMENT OFFICER, ownership code D, individual
Mar 16, 2018 to Oct 23, 2024factForm ADV
← SINGLE POINT MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 16, 2018 to Oct 23, 2024factForm ADV

Moved with (1)

→ DYNAMICRegistered adviser2 advisors, team lift out, same day
Sep 6, 2023 to Aug 18, 2023factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 15, 2025
Advisor changed firm
Cassandra Anton Golden left Single Point Partners for May Hill Capital, Llc (registered 2025-04-01)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Team lift-out
2 advisors left Single Point Partners (Boston, MA) for Dynamic on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 6, 2023
Advisor changed firm
Robert Ernest Dockendorff left Single Point Partners for Dynamic (registered 2023-08-18)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Seth David Corkin left Single Point Partners for Dynamic (registered 2023-08-18)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Regulatory AUM changed
Single Point Partners reported RAUM $640.0M, up 34% from $476.0M (2022-03-16 to 2023-03-09)
Form ADVobserved 4 days ago
$164M
Occurred
Mar 30, 2021
Regulatory AUM changed
Single Point Partners reported RAUM $390.9M, up 70% from $229.3M (2020-09-29 to 2021-03-30)
Form ADVobserved 4 days ago
$162M
Occurred
Mar 16, 2018
First Form ADV filing
Single Point Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 9, 2023
Single Point Partners reported 7 offices beyond its principal office, up from 0 (2022-03-16 to 2023-03-09)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a65b6e5d-c079-2d16-3512-4c9efe62efc7
First observed: Mar 16, 2018
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SINGLE POINT PARTNERS

SINGLE POINT PARTNERS, LLC, CRD 163793

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a65b6e5d-c079-2d16-3512-4c9efe62efc7

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SHAUN DAVID ERICKSON

Certified Financial Planner

BOSTON, MA

RENE ANTONIO JARQUIN

n/a

BOSTON, MA

Michelle Mei Girn Lum

Certified Financial Planner

BOSTON, MA

n/a

MEGHAN ELIZABETH DWYER

Certified Financial Planner

BOSTON, MA

Alexa Cynthia Fattore

Certified Financial Planner

BOSTON, MA

n/a

LEAH WARREN

Certified Financial Planner

BOSTON, MA

Claire Noel Hawkes

Certified Financial Planner

BOSTON, MA

SARA WALKER THOMSON

n/a

BOSTON, MA

n/a

Abraham Kirby-Galen

n/a

BOSTON, MA

n/a

MICHELLE SILVERMEN HARRISON

Certified Financial Planner

BOSTON, MA

Joshua Richard Sedlecky

n/a

BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ERICKSON, SHAUN, DAVID

MANAGING MEMBER

yes

04/2012

Mar 16, 2018

Oct 23, 2024

ERICKSON, SHAUN, DAVID

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

04/2012

Mar 16, 2018

Oct 23, 2024

JARQUIN, RENE, ANTONIO

MEMBER & CHIEF INVESTMENT OFFICER

yes

05/2017

Mar 16, 2018

Oct 23, 2024

SINGLE POINT MANAGEMENT, LLC

Member

yes

06/2012

Mar 16, 2018

Oct 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$641M

$635M

n/a

2024

Mar 20, 2025

$568M

$559M

n/a

2023

Mar 22, 2024

$525M

$515M

n/a

2022

Mar 9, 2023

$640M

$623M

n/a

2021

Mar 16, 2022

$476M

$466M

n/a

2020

Mar 30, 2021

$391M

$382M

n/a

2019

Mar 23, 2020

$229M

$226M

n/a

2018

Mar 28, 2019

$193M

$189M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$641M

$568M

13.0%

$640M

0.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Dynamic

Sep 6, 2023

Aug 18, 2023

BOSTON, MA

Team lift out

RIA to RIA

16.7%