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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nutter Investment Advisors Limited Partnership
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| CRD # | 105461 |
| SEC # | 801-33250 |
| CIK # | |
| AUM | $2.7 B (2025-04-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 617-439-2100 |
| Address | Seaport West, 155 Seaport Boulevard Boston, MA 02210-2604 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 21 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 2.7 |
| By Discretionary | ||
| Discretionary | 41 | 0.1 |
| Non-Discretionary | 1 | 2.6 |
| Total | 42 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 42 | 2.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sagewood Asset Management LP
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|
NY | 2.7 |
|
Chilton Capital Management LLC
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|
TX | 2.7 |
|
Brick Capital Management Inc
✚
|
MI | 2.7 |
|
Thompson Investment Management Inc
✚
|
WI | 2.7 |
|
Principle Wealth Partners LLC
✚
|
CT | 2.7 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.7 |
|
Leo Wealth LLC
✚
|
TX | 2.7 |
|
Birch Hill Investment Advisors LLC
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|
MA | 2.7 |
|
Girard Advisory Services LLC
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|
PA | 2.7 |
|
Kellogg Asset Management LLC
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|
WI | 2.7 |