|
⚲
|
| Nutter Investment Advisors Limited Partnership
✚
| |
|---|---|
| CRD # | 105461 |
| SEC # | 801-33250 |
| CIK # | |
| AUM | $2.4 BB (2024-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 617-439-2100 |
| Address | Seaport West, 155 Seaport Boulevard Boston, MA 02210-2604 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 2.4 |
| By Discretionary | ||
| Discretionary | 37 | 0.1 |
| Non-Discretionary | 1 | 2.3 |
| Total | 38 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 38 | 2.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Urban Investment Advisors Inc
✚
|
CA | 2.5 |
|
Advisor Resource Council
✚
|
TX | 2.5 |
|
Summitry LLC
✚
|
CA | 2.5 |
|
Vista Capital Partners Inc
✚
|
OR | 2.4 |
|
Alphacore Capital LLC
✚
|
CA | 2.4 |
|
Gibson Capital LLC
✚
|
PA | 2.4 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 2.4 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.4 |
|
Meeder Asset Management Inc
✚
|
OH | 2.4 |
|
Chesley Taft & Associates LLC
✚
|
IL | 2.4 |