Sevenpoint Partners LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 333073
- Registered since
- March 10, 2025
Firm profile
FINTRXOverview
Sevenpoint Partners LLC is organized as a limited liability company with individual ownership. Public disclosures in the source dataset are sparse: the firm is categorized as "Unclassified" and does not identify itself as a capital allocator, ESG investor, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Details about its advisory services, client segments, fee schedule, and investment approach are not provided in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Eric Zoller
Chief Executive OfficerCRD 4795542
Contacts
3 of 9
Matthew Thornton
Partner, PresidentCRD 4239263
Robert Farina
PartnerCRD 5193979
Kristin Hogan
PartnerCRD 5938265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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