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| Nutter Investment Advisors Limited Partnership
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|
|---|---|
| CRD # | 105461 |
| SEC # | 801-33250 |
| CIK # | |
| AUM | $2.1 BB (2023-03-23) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 617-439-2100 |
| Address | Seaport West, 155 Seaport Boulevard Boston, MA 02210-2604 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 2.1 |
| By Discretionary | ||
| Discretionary | 33 | 0.1 |
| Non-Discretionary | 1 | 2.1 |
| Total | 34 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 34 | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.2 |
|
Kellogg Asset Management LLC
✚
|
WI | 2.2 |
|
Dundas Partners LLP
✚
|
2.2 | |
|
Apexium Financial LP
✚
|
NY | 2.2 |
|
The Renaissance Group LLC
✚
|
KY | 2.2 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.1 |
|
Meeder Asset Management Inc
✚
|
OH | 2.1 |
|
RSW Investments Holdings LLC
✚
|
NJ | 2.1 |
|
Leavell Investment Management Inc
✚
|
AL | 2.1 |
|
Barwick & Partners Inc
✚
|
WA | 2.1 |