Nutter Investment Advisors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105461
- Registered since
- November 14, 1988
- Custodians
- FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses97.64%
- HNWI2.28%
- Individuals0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nutter Investment Advisors is an independent registered investment adviser organized as a limited partnership and registered with the SEC since 1988. The firm provides portfolio management for high-net-worth individuals and families, small businesses, and institutional clients. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm reports a clear preference for publicly traded equities as the dominant asset class in client portfolios. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator. Industry affiliations include a connection to a law firm.
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 Equities63%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents11%
- US Government Bonds8%
- State & Local Bonds2%
Contacts
3 of 7
Thomas Jalkut
PartnerCRD 4346432
James Bacon
CCOCRD 6312960
Vijay Naidu
Portfolio ManagerCRD 2183477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 155 Seaport Blvd
- Time zone
- ET (UTC-5)
- Office locations
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