SUTTER CAPITAL PARTNERS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
IRVINE, California
CRD number
312689
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sutter Capital Partners, LLC operates as a small, unclassified capital allocator and advisory firm that combines municipal advisory activity with retail advisory services. The firm is registered as a limited liability company and performs work as a Registered Municipal Advisor and as an Other Financial Product Salesperson. Its advisory services include financial planning, direct portfolio management for individuals and small businesses, and the selection of third‑party advisers to implement specialized strategies. The firm’s fee structure is flexible: it can charge a percentage of assets under management, hourly fees, flat fixed fees, and other arrangements, which suggests it serves clients with varied needs and engagement types. Sutter Capital Partners is not identified as an active ESG investor and is not registered as a multistate adviser. It is also affiliated with broker‑dealer activity, indicating the firm may combine advisory services with brokerage capabilities or rely on broker‑dealer relationships to execute certain client transactions or product offerings. As a capital allocator, the firm appears to rely on external managers for specialized exposures rather than running large internal investment sleeves. That orientation aligns with its listed advisory activities—particularly the formal service of selecting other advisers—which points to a model focused on manager selection, oversight and packaging of diversified solutions for individual and small business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIEL MCCLORY

    CEOCRD 1390780

Contacts

3 of 3
  • NICKOLAS ALLEVA

    Investment AdvisorCRD 5402661

  • ROBERT BULL

    ComplianceCRD 1521134

  • THOMAS FRIEDBERG

    Senior Managing DirectorCRD 1242108

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
6 Venture
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth