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| Nichols & Pratt Advisers LLP
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|---|---|
| CRD # | 107113 |
| SEC # | 801-47618 |
| CIK # | 0001141781 |
| AUM | 2,430.4 M (2026-03-30) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 617-523-6800 |
| Address | 50 Congress Street, Suite 832 Boston, MA 02109-4002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 133.6 | ||
| Alphabet Inc | 125.3 | ||
| Johnson & Johnson | 114.8 | ||
| Mastercard Inc | 73.0 | ||
| Microsoft Corp | 69.4 | ||
| TJX Companies Inc /DE/ | 61.7 | ||
| Automatic Data Processing Inc | 60.8 | ||
| Kinder Morgan Inc | 60.6 | ||
| PepsiCo Inc | 55.7 | ||
| Procter & Gamble Co | 54.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 0.0 |
| (b) Individuals (high net worth individuals) | 85 | 2.2 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0.2 |
| Total | 642 | 2.4 |
| By Discretionary | ||
| Discretionary | 562 | 2.2 |
| Non-Discretionary | 80 | 0.2 |
| Total | 642 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 642 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001141781] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
MO | 2,630.2 M |
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Gemmer Asset Management LLC
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NJ | 2,278.1 M |
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Maloon Powers Pitre Higgins & Dennehy LLC
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|
CA | 2,263.4 M |
|
Avalor Investment AG
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|
2,244.9 M | |
|
LBMC Investment Advisors LLC
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|
TN | 2,226.4 M |
|
Private Advisory Group LLC
✚
|
WA | 2,144.7 M |
|
Elser Financial Planning Inc
✚
|
IN | 2,107.9 M |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 2,087.1 M |
|
Tortoise Investment Management LLC
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|
NY | 2,067.9 M |