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NICHOLS & PRATT ADVISERS LLP
CRD 107113File 801-47618
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Non-discretionary $249.2M
Clients
106
642 accounts
Employees
20
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 11, 1994
- Principal office
- 50 CONGRESS STREET, SUITE 832, BOSTON, MA, 02109-4002
- Phone
- 617-523-6800
- Website
- HTTP://WWW.NICHOLS-PRATT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.43B
- Discretionary AUM
- $2.18B
- Non-discretionary AUM
- $249.2M
- Discretionary accounts
- 562
- Non-discretionary accounts
- 80
- Total accounts
- 642
- AUM per client
- $22.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $2.18B |
| Individuals (other than high net worth individuals) | 21 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF INCOME COLLECTED
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.