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| NBT Capital Management Inc
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|---|---|
| CRD # | 104932 |
| SEC # | 801-30786 |
| CIK # | 0001983391 |
| AUM | 1,608.5 M (2026-06-04) |
| Employees | 15 (47% Investors, 13% Brokers) |
| Fees | |
| Minimum | |
| Phone | 607-584-4141 |
| Address | 52 South Broad Street Norwich, NY 13815 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 75.0 | ||
| Apple Inc | 68.7 | ||
| Alphabet Inc | 42.1 | ||
| Alphabet Inc | 41.5 | ||
| J P Morgan Chase & Co | 36.8 | ||
| Caterpillar Inc | 28.4 | ||
| Johnson & Johnson | 26.4 | ||
| Ingersoll-Rand PLC | 23.6 | ||
| Lowes Companies Inc | 21.5 | ||
| Amazon Com Inc | 20.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 99.8 |
| (b) Individuals (high net worth individuals) | 84 | 253.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 392 | 1,255.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,308 | 1,608.5 |
| By Discretionary | ||
| Discretionary | 1,211 | 1,242.7 |
| Non-Discretionary | 97 | 365.8 |
| Total | 1,308 | 1,608.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,607.9 | |
| Total | 1,308 | 1,608.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001983391] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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