SourcingSourcing

STABLEPOINT PARTNERS, LLC

C40
CRD 328503·SEC 801-129030·BRAINTREE, MA
AUM
$930.0M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STABLEPOINT PARTNERS, LLC
CRD
328503
SEC file #
801-129030
EIN
934469455
DBA names
—

Economics

AUM
$930.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$797.7M → $930.0M▲ +17%
Client mix
Individuals Other298
Individuals High Net Worth263

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
6 advisors → 5 advisors▼ -17%
Primary office
BRAINTREE MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
stablepointpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STABLEPOINT HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
STABLEPOINT HOLDINGS LLC
GRIFFITH, CHRISTOPHER, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STABLEPOINTPARTNERS.COM
Rdap Domain Creation Date
2023-09-12T15:58:34Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002011237
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-12
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001951757-26-000764

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
45 BRAINTREE HILL PARKSUITE #402BRAINTREE, MA 02184
Business
45 BRAINTREE HILL PARKSUITE #402BRAINTREE, MA 02184
Edgar EIN
934469455
Edgar Recent Filings
13F-HR2026-04-30 · 0001951757-26-000764
13F-HR2026-01-13 · 0001951757-26-000053
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-12T15:58:34Z
Rdap Domain Last Changed
2025-10-20T18:48:06Z
Rdap Nameservers
Rodrigo.ns.cloudflare.comWren.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
WHEELWRIGHT, HENRY, JEFFERDS
IAR · Executive Officer · 2.5%
4420164
GRIFFITH, CHRISTOPHER, K
IAR · Executive Officer · 2.5%
4228303
Matthew William Joyce
IAR
6670660
KENNAN ROSS STARTZELL
IAR
6552060
Claire Alexandra Smith
IAR
6384810