Stablepoint Partners, LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 328503
- Registered since
- November 15, 2023
- Website
- stablepointpartners.com
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.79%
- Individuals13.25%
- State / Municipal Government0.54%
- Pension & Profit Sharing Plans0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stablepoint Partners, LLC is an independent SEC-registered registered investment adviser organized as an LLC. The firm appears to position itself as a fee-based wealth manager for individual and family clients, charging a percentage of assets under management and acting as a capital allocator when deploying client capital to outside managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not an active ESG investor and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Investment Grade Corp Bonds20%
- US Government Bonds15%
- Private Funds10%
- State & Local Bonds5%
Contacts
3 of 5
Claire Smith
Vice President, Wealth AdvisorCRD 6384810
Christopher Griffith
Managing Partner & Co-FounderCRD 4228303
Henry Wheelwright
Managing Partner & Co-FounderCRD 4420164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$240M in ETFs
55%
$131M
41%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $12.8M | 213,638 | 5.33% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 45 Braintree Hill Park
- Time zone
- ET (UTC-5)
- Office locations
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