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| Cutler Capital Management LLC
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| CRD # | 107463 |
| SEC # | 801-57382 |
| CIK # | 0001353098 |
| AUM | 430.8 M (2026-03-25) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 508-757-4455 |
| Address | 306 Main St Worcester, MA 01608-1518 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 24.1 | ||
| MetLife Inc | 12.4 | ||
| Consolidated Tomoka Land Co | 12.2 | ||
| Timberland Bancorp Inc | 11.5 | ||
| Royal Dutch Shell PLC | 10.3 | ||
| Bunge Global Sa | 10.1 | ||
| Parke Bancorp Inc | 9.0 | ||
| First Business Financial Services Inc | 8.3 | ||
| Rurban Financial Corp | 8.2 | ||
| Energy Transfer Equity LP | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Cutler Financials Fund LP | [2012-03-06] | 13.1 M | 31.4 M |
| Filed 2014-01-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Cutler Income & Growth Fund LP | 2012-03-06 | 10.1 M | |
| HF | Cutler Investment Fund LP | [2012-03-06] | 5.2 M | 69.9 M |
| Filed 2020-04-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 5.0 |
| (b) Individuals (high net worth individuals) | 102 | 275.2 |
| (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 | 101.3 |
| (g) Pension and profit sharing plans | 2 | 3.6 |
| (h) Charitable organizations | 3 | 16.4 |
| (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 | 29.3 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 430.8 |
| By Discretionary | ||
| Discretionary | 348 | 430.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 348 | 430.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.8 | |
| Total | 348 | 430.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Melvin Cutler | Promoter | 4 | 2 | |
| Geoffrey Dancey | Director | 4 | 2 | |
| David Grenier | Director, Executive Officer | 4 | 2 | |
| Robert Butman | Promoter | 2 | 2 | |
| Paul Bucci | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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