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 registered investment adviser that began its SEC registration in 2023. Structured as an LLC, the firm positions itself as a capital allocator serving individual and family clients on a fee‑based, percentage‑of‑AUM model. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. The firm is affiliated with an insurance company and reports that it directs capital to third‑party managers as part of its investment approach.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$261M in ETFs
53%
$138M
43%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $13.7M | 229,893 | 5.24% |
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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