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| Cutler Capital Management LLC
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| CRD # | 107463 |
| SEC # | 801-57382 |
| CIK # | 0001353098 |
| AUM | $339.9 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 508-757-4455 |
| Address | 306 Main St Worcester, MA 01608-1518 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 15.7 | ||
| MetLife Inc | 13.3 | ||
| Consolidated Tomoka Land Co | 11.1 | ||
| Timberland Bancorp Inc | 9.3 | ||
| First Business Financial Services Inc | 7.9 | ||
| Royal Dutch Shell PLC | 7.8 | ||
| Rurban Financial Corp | 7.5 | ||
| Energy Transfer Equity LP | 7.1 | ||
| Bunge Global Sa | 6.4 | ||
| Parke Bancorp Inc | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Cutler Financials Fund LP | [2012-03-06] | 12.5 | 25.8 |
| HF | Cutler Income & Growth Fund LP | 2012-03-06 | 10.1 | |
| HF | Cutler Investment Fund LP | [2012-03-06] | 5.2 | 63.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 2.3 |
| (b) Individuals (high net worth individuals) | 96 | 203.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 89.4 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 15.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 25.8 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 339.9 |
| By Discretionary | ||
| Discretionary | 300 | 339.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 339.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.9 | |
| Total | 300 | 339.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Melvin Cutler | 4 | ||
| Geoffrey Dancey | 4 | ||
| David Grenier | 4 | ||
| Robert Butman | 2 | ||
| Paul Bucci | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001353098] | |
| SC 13G | [0001353098] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cutler Capital Management LLC | SB Financial Group Inc | [2025-02-13] |
| Cutler Capital Management LLC | SB Financial Group Inc | [2022-04-08] |
| Cutler Capital Management LLC | Harbor Custom Development Inc | [2022-02-15] |
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