NICHOLS & PRATT ADVISERS LLP
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 107113
- Registered since
- October 11, 1994
- Website
- www.nichols-pratt.com
- Custodians
- SPTC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI89.54%
- Other9.57%
- Individuals0.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nichols & Pratt Advisers LLP is an SEC-registered limited liability partnership that has been operating since 1994. The firm focuses on portfolio management for individuals and small businesses, serving a client base composed primarily of high-net-worth individuals and families. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Nichols & Pratt is not positioned as a multi-state adviser, is not an active ESG investor, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with a law firm in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds23%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1KIMBERLY LATIFI
Chief Compliance OfficerCRD 4650218
Contacts
3 of 5THOMAS BATOR
PartnerCRD 4356322
JOHN HERBERT
PartnerCRD 4356192
PATRICIA POPOV
PartnerCRD 4519848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$2.8M in ETFs
100%
$2.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $634K | 7,000 | 22.31% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 50 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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