Nutter Investment Advisors Limited Partnership is a large advisory firm based in Boston. It manages $1.42 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and Texas.
Nutter Investment Advisors Limited Partnership provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nutter Investment Advisors Limited Partnership is $1.42 billion. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nutter Investment Advisors Limited Partnership for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Nutter Investment Advisors Limited Partnership is corporations or other businesses with 1 clients and $1.34 billion of assets under management. Among the 10 most similar advisory firms, Nutter Investment Advisors Limited Partnership has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $1.42 billion for 32 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Nutter Investment Advisors Limited Partnership doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Nutter Investment Advisors Limited Partnership performs its advisory services is located at Seaport West, 155 Seaport Boulevard, Boston, MA 02210 2604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-439-2100 or by fax 617-310-9000. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at nutter.com/investment/unigc.aspx?xpst=investmentadvisors.