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 and appears in the dataset as having completed SEC registration in 2025. The firm is listed as owned by an individual and is categorized as "unclassified" for the purposes of the available registry fields. The dataset indicates the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not recorded as a related adviser. Disclosure to the data provider about the firm's operating model is minimal: fields for client base, fee structure, business activities and advisory services were left blank in the source material.
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 8Nolan Cummings
AssociateCRD 7385502
MATTHEW THORNTON
Partner, PresidentCRD 4239263
ERIK DOLAN
CCOCRD 3161467
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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