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| Nichols & Pratt Advisers LLP
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|---|---|
| CRD # | 107113 |
| SEC # | 801-47618 |
| CIK # | 0001141781 |
| AUM | $1.9 BB (2023-03-30) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 617-523-6800 |
| Address | 50 Congress Street, Suite 832 Boston, MA 02109-4002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 103.8 | |
| JNJ | 465,600.2 | 82.0 | |
| ADP | 89,423.0 | 77.3 | |
| PEP | 226,773.9 | 68.4 | |
| PG | 338,108.9 | 63.7 | |
| MSFT | 1,918,222.4 | 60.9 | |
| MRK | 232,371.9 | 60.2 | |
| MA | 309,583.1 | 56.1 | |
| GOOG | 1,482,566.4 | 51.1 | |
| NVO | 245,328.6 | 41.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 0.0 |
| (b) Individuals (high net worth individuals) | 74 | 1.7 |
| (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 | 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 | 654 | 1.9 |
| By Discretionary | ||
| Discretionary | 548 | 1.7 |
| Non-Discretionary | 106 | 0.2 |
| Total | 654 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 654 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001141781] |
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|---|---|---|
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2.1 | |
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NJ | 2.0 |
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MO | 2.0 |
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CT | 1.7 |