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| Nichols & Pratt Advisers LLP
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|---|---|
| CRD # | 107113 |
| SEC # | 801-47618 |
| CIK # | 0001141781 |
| AUM | $2.2 BB (2024-03-28) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 617-523-6800 |
| Address | 50 Congress Street, Suite 832 Boston, MA 02109-4002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 121.7 | |
| GOOG | 1,482,566.4 | 88.1 | |
| MSFT | 1,918,222.4 | 85.1 | |
| ADP | 89,423.0 | 78.7 | |
| JNJ | 465,600.2 | 74.0 | |
| NVO | 245,328.6 | 70.8 | |
| MA | 309,583.1 | 65.8 | |
| PG | 338,108.9 | 65.3 | |
| PEP | 226,773.9 | 59.1 | |
| MRK | 232,371.9 | 57.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 0.0 |
| (b) Individuals (high net worth individuals) | 73 | 1.9 |
| (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 | 641 | 2.2 |
| By Discretionary | ||
| Discretionary | 546 | 1.9 |
| Non-Discretionary | 95 | 0.3 |
| Total | 641 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 641 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001141781] |
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|---|---|---|
|
Pittenger & Anderson Inc
✚
|
NE | 2.5 |
|
Cardiff Park Advisors LLC
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|
CA | 2.5 |
|
Systematic Alpha Investments LLC
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NJ | 2.3 |
|
Zemenick & Walker Inc
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MO | 2.2 |
|
Charles D Hyman & Company
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FL | 2.2 |
|
Rock Harbor Partners LLC
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NY | 2.1 |
|
Elser Financial Planning Inc
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|
IN | 2.1 |
|
Sonora Investment Management Group LLC
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|
AZ | 2.0 |
|
Avalor Investment AG
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|
1.9 | |
|
Unison Advisors LLC
✚
|
DC | 1.9 |