Single Point Partners, Llc
- Regulatory AUM
- $641M
- Discretionary
- $635M
- Clients
- 201
- Avg AUM / client
- $3.2M
- Accounts
- 1,096
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $30.7M | 4.79% |
| High net worth individuals | 136 | $609M | 94.9% |
| Investment companies | 6 | $155K | 0.02% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.26% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shaun David Erickson | Managing Member | CFP | Apr 2012 (14y) | ≈ 37.5% – 75% via Single Point Management, Llc |
| Rene Antonio Jarquin | Member & Chief Investment Officer | May 2017 (9y) | ≈ 37.5% – 75% via Single Point Management, Llc | |
| Michelle Mei Girn Lum | Registered representative | CFP | Feb 2020 (6y) | |
| Meghan Elizabeth Dwyer | Registered representative | CFP | Mar 2021 (5y) | |
| Alexa Cynthia Fattore | Registered representative | CFP | Mar 2022 (4y) | |
| Leah Warren | Registered representative | CFP | Apr 2022 (4y) | |
| Claire Noel Hawkes | Registered representative | CFP | Jan 2023 (4y) | |
| Sara Walker Thomson | Registered representative | Jan 2023 (4y) | ||
| Abraham Kirby Galen | Registered representative | Mar 2023 (3y) | ||
| Michelle Silvermen Harrison | Registered representative | CFP | Aug 2023 (3y) | |
| Joshua Richard Sedlecky | Registered representative | Feb 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Single Point Management, Llc | Member | Jun 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shaun David Erickson: 50% – 75% of Single Point Management, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Rene Antonio Jarquin: 50% – 75% of Single Point Management, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Institutional Brokerage Group $630M (98% of AUM) Mar 2026
- Fidelity $90.1M (88% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗