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NUTTER INVESTMENT ADVISORS
Legal name: NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP
CRD 105461File 801-33250
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.96B
Top 25% of cohort (national)
Discretionary AUM
$70.0M
Non-discretionary $2.89B
Clients
26
41 accounts
Employees
5
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 14, 1988
- Principal office
- SEAPORT WEST, 155 SEAPORT BOULEVARD, 5TH FLOOR, BOSTON, MA, 02210-2604
- Phone
- 617-439-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.96B
- Discretionary AUM
- $70.0M
- Non-discretionary AUM
- $2.89B
- Discretionary accounts
- 40
- Non-discretionary accounts
- 1
- Total accounts
- 41
- AUM per client
- $114.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.89B |
| High net worth individuals | 20 | $67.6M |
| Individuals (other than high net worth individuals) | 5 | $2.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.