DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Single Point Partners

Independent wealth managerBoston, MassachusettsCRD 163793SEC 801-112849website IAPD

Legal name Single Point Partners, LLC

Latest filing Mar 6, 2026

First filing on the tape Mar 16, 2018 · 18 filings

SEC status approved since Apr 16, 2018

RAUM

$641M

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

100%

$640M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$58.3M

derived; firm RAUM over IAPD count

Employees

12 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$641M as of Mar 6, 2026

Mar 28, 2019$193M then

HNW client RAUM$609M as of Mar 6, 2026

Mar 28, 2019$173M then

State-registered IARs (5.B.3)12 as of Mar 6, 2026

Mar 28, 20194 then

Employees (5.A)16 as of Mar 6, 2026

Mar 28, 20196 then

Private funds: no history

RAUM +13% over the last fiscal year+0.1% a year over threeIARs 11 to 12offices 10 to 9

Practice profile

derived from the filing of Mar 6, 2026; every figure names its basis

RAUM per advisor: $58.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 18derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.5MderivedHNW RAUM over HNW clients
Average account: $585,154derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 1.1derived10 offices incl. principal (1.F.5)
RAUM growth, one year: +13%derivedbetween the last two annual amendments
Advisor growth, one year: +9.1%derivedItem 5.B.3 between annual amendments
Client growth, one year: +1.0%derived
Compensation: fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$609M95%
Individuals$30.7M4.8%
Corporations and businesses$1.7M0.3%
Investment companies$155,0400.0%

Individual clients: 59reported
HNW clients: 136reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,096reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: fixedreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

11 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Shaun David EricksonCertified Financial Planner	Boston, Ma	Oct 1, 2012	24 y	1
Rene Antonio Jarquin	Boston, Ma	May 8, 2017	22 y	1
Michelle Mei Girn LumCertified Financial Planner	Boston, Ma	Feb 20, 2020	11 y	0
Meghan Elizabeth DwyerCertified Financial Planner	Boston, Ma	Mar 16, 2021	13 y	1
Alexa Cynthia FattoreCertified Financial Planner	Boston, Ma	Mar 15, 2022	11 y	0
Leah WarrenCertified Financial Planner	Boston, Ma	Apr 11, 2022	15 y	1
Claire Noel HawkesCertified Financial Planner	Boston, Ma	Jan 20, 2023	12 y	1
Sara Walker Thomson	Boston, Ma	Jan 20, 2023	15 y	0
Abraham Kirby-Galen	Boston, Ma	Mar 21, 2023	10 y	0
Michelle Silvermen HarrisonCertified Financial Planner	Boston, Ma	Aug 9, 2023	13 y	1
Joshua Richard Sedlecky	Boston, Ma	Feb 22, 2024	11 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Cassandra Anton Golden to May Hill Capital, LLC
Aug 15, 2025 · RIA to RIA
Seth David Corkin to Dynamic
Sep 6, 2023 · RIA to RIA
Robert Ernest Dockendorff to Dynamic
Sep 6, 2023 · RIA to RIA

Joined, latest

Michelle Silvermen Harrison from Ballentine Partners
Aug 9, 2023 · RIA to RIA
Claire Noel Hawkes from Ballentine Partners
Jan 20, 2023 · RIA to RIA
Leah Warren from Ballentine Partners
Apr 11, 2022 · RIA to RIA
Meghan Elizabeth Dwyer from Modera Wealth Management, LLC
Mar 16, 2021 · RIA to RIA
Robert Ernest Dockendorff from Claro Advisors Inc.
Oct 13, 2020 · RIA to RIA
Seth David Corkin from Bainco International Investors LLC
Dec 8, 2017 · Other
Rene Antonio Jarquin from Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 8, 2017 · Wirehouse to independent RIA
Shaun David Erickson from Mariner
Oct 1, 2012 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Dynamic
Sep 6, 2023 · Boston, Ma

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

David Shaun Erickson · Chief Compliance Officer, Managing Membercontrol
since 04/2012 · owns less than 5%
David Shaun Erickson · Managing Membercontrol
since 04/2012 · owns 50% to 75% of Single Point Management, LLC
Antonio Rene Jarquin · Member & Chief Investment Officercontrol
since 05/2017 · owns 50% to 75% of Single Point Management, LLC

Entity owners

Single Point Management, LLC · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Boston, Ma · principal	11	0	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

What changed

consecutive filings, newest first

Accounts · 1,028 to 1,096
Aug 18, 2025 to Mar 6, 2026
Advisory employees · 11 to 12
Aug 18, 2025 to Mar 6, 2026
HNW clients · 137 to 136
Aug 18, 2025 to Mar 6, 2026
Individual clients · 56 to 59
Aug 18, 2025 to Mar 6, 2026
Employees · 12 to 16
Aug 18, 2025 to Mar 6, 2026
State-registered IARs · 11 to 12
Aug 18, 2025 to Mar 6, 2026
Other offices · 10 to 9
Aug 18, 2025 to Mar 6, 2026
Discretionary RAUM · $559M to $635M
Aug 18, 2025 to Mar 6, 2026
HNW RAUM · $545M to $609M
Aug 18, 2025 to Mar 6, 2026
Individual RAUM · $22.7M to $30.7M
Aug 18, 2025 to Mar 6, 2026
Non-discretionary RAUM · $8.9M to $5.9M
Aug 18, 2025 to Mar 6, 2026
RAUM · $568M to $641M
Aug 18, 2025 to Mar 6, 2026
Accounts · 963 to 1,028
Oct 23, 2024 to Mar 20, 2025
HNW clients · 111 to 137
Oct 23, 2024 to Mar 20, 2025
Individual clients · 68 to 56
Oct 23, 2024 to Mar 20, 2025
Employees · 14 to 12
Oct 23, 2024 to Mar 20, 2025
Financial planning clients · 101-250 to 101-250
Oct 23, 2024 to Mar 20, 2025
Discretionary RAUM · $515M to $559M
Oct 23, 2024 to Mar 20, 2025
HNW RAUM · $479M to $545M
Oct 23, 2024 to Mar 20, 2025
Individual RAUM · $45.6M to $22.7M
Oct 23, 2024 to Mar 20, 2025
Non-discretionary RAUM · $9.6M to $8.9M
Oct 23, 2024 to Mar 20, 2025
RAUM · $525M to $568M
Oct 23, 2024 to Mar 20, 2025
Accounts · 1,186 to 963
Nov 9, 2023 to Mar 22, 2024
Advisory employees · 9 to 11
Nov 9, 2023 to Mar 22, 2024
HNW clients · 141 to 111
Nov 9, 2023 to Mar 22, 2024
Individual clients · 66 to 68
Nov 9, 2023 to Mar 22, 2024
Assets in custody · 197750800.0 to unset
Nov 9, 2023 to Mar 22, 2024
Custody of client assets · true to false
Nov 9, 2023 to Mar 22, 2024
Employees · 15 to 14
Nov 9, 2023 to Mar 22, 2024
State-registered IARs · 9 to 11
Nov 9, 2023 to Mar 22, 2024
Other offices · 7 to 10
Nov 9, 2023 to Mar 22, 2024
Discretionary RAUM · $623M to $515M
Nov 9, 2023 to Mar 22, 2024
HNW RAUM · $597M to $479M
Nov 9, 2023 to Mar 22, 2024
Individual RAUM · $42.8M to $45.6M
Nov 9, 2023 to Mar 22, 2024
Non-discretionary RAUM · $16.9M to $9.6M
Nov 9, 2023 to Mar 22, 2024
RAUM · $640M to $525M
Nov 9, 2023 to Mar 22, 2024
Accounts · 1,033 to 1,186
Mar 16, 2022 to Mar 9, 2023
Advisory employees · 7 to 9
Mar 16, 2022 to Mar 9, 2023
HNW clients · 117 to 141
Mar 16, 2022 to Mar 9, 2023
Individual clients · 63 to 66
Mar 16, 2022 to Mar 9, 2023

Signals

8 dated events

Cassandra Anton Golden left Single Point Partners for May Hill Capital, Llc (registered 2025-04-01)
Aug 15, 2025 · Advisor changed firm · fact
Robert Ernest Dockendorff left Single Point Partners for Dynamic (registered 2023-08-18)
Sep 6, 2023 · Advisor changed firm · fact
Seth David Corkin left Single Point Partners for Dynamic (registered 2023-08-18)
Sep 6, 2023 · Advisor changed firm · fact
2 advisors left Single Point Partners (Boston, MA) for Dynamic on the same day
Sep 6, 2023 · Team lift-out · derived
Single Point Partners reported 7 offices beyond its principal office, up from 0 (2022-03-16 to 2023-03-09)
Mar 9, 2023 · Office count change · derived
Single Point Partners reported RAUM $640.0M, up 34% from $476.0M (2022-03-16 to 2023-03-09)
Mar 9, 2023 · RAUM change · derived
Single Point Partners reported RAUM $390.9M, up 70% from $229.3M (2020-09-29 to 2021-03-30)
Mar 30, 2021 · RAUM change · derived
Single Point Partners filed its initial SEC registration (Form ADV)
Mar 16, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: susan.snyder@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: hannah.gibbs@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: ishea.boyd@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: m.maria.calderon@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: matthew.grimes@spcfo.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 617-600-0510reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/SINGLE-POINT-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
Website: SPCFO.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 617-600-0510reportedpublic record, Form ADV, Mar 6, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $58.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026