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 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
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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