Sevenpoint Partners LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
333073
Registered since
March 10, 2025

Firm profile

FINTRX

Overview

Sevenpoint Partners LLC is organized as a limited liability company and is listed in FINTRX as having SEC registration in 2025. Ownership is recorded as individual ownership and the firm's regulatory classification is shown as “unclassified.” Publicly reported metadata indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. FINTRX also flags it as neither a multistate adviser nor a pension consultant, and it is not listed as a related adviser. Disclosure from the firm to FINTRX is limited. Entries for business activities, advisory activities, client base and fee structure are blank in the dataset, and the firm has not provided information about its activities and affiliations. That lack of detail constrains the ability to describe the firm’s target clients, fee model, or investment focus from available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Zoller

    Chief Executive OfficerCRD 4795542

Contacts

3 of 9
  • Matthew Thornton

    Matthew Thornton

    Partner, PresidentCRD 4239263

  • Robert Farina

    Robert Farina

    PartnerCRD 5193979

  • Kristin Hogan

    Kristin Hogan

    PartnerCRD 5938265

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
60 River Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth