Sevenpoint Partners LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
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 an individually owned limited liability company that appears to operate as an unclassified SEC-registered investment adviser. The firm is listed as SEC-registered in 2025. Public-facing metadata indicates it does not act as a capital allocator, is not active on ESG integration, and is not identified as a multi-state adviser, pension consultant, or related adviser to another registered entity. The firm has not provided additional details about its business activities, advisory services, client segments, or investment strategies.

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 8
  • Nolan Cummings

    Nolan Cummings

    AssociateCRD 7385502

  • Matthew Thornton

    Matthew Thornton

    Partner, PresidentCRD 4239263

  • Luis Goberna

    PrincipalCRD 7152621

Unlock 5 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth