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 as SEC-registered in 2025. Ownership is described as individual-held and the firm is classified as unclassified in the available snapshot. The profile indicates the adviser does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Several standard fields — including client base, fee structure, business activities, and advisory activities — are not provided in the data set.
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 7Nolan Cummings
AssociateCRD 7385502

Matthew Thornton
Partner, PresidentCRD 4239263
Luis Goberna
PrincipalCRD 7152621
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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