SourcingSourcing

NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP

C37
CRD 105461·SEC 801-33250·BOSTON, MA
AUM
$2.96B
$1B+
Est. Revenue
$29.6M
@ 1% on AUM
Est. EBITDA
$8.9M
@ 30% margin
Est. Deal Value
$71.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP
CRD
105461
SEC file #
801-33250
EIN
—
DBA names
Nutter Investment Advisors

Economics

AUM
$2.96B
AUM band
$1B+
AUM trajectory
'20'26
$1.42B → $2.96B▲ +109%
Client mix
Individuals High Net Worth20
Individuals Other5
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
nutter.com/services-practices-nutter-investment-advisors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NUTTER, MCCLENNEN & FISH, LLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
NUTTER, MCCLENNEN & FISH, LLP
BACON, JAMES, COLIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NUTTER.COM
Rdap Domain Creation Date
1994-09-02T04:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
State Street1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-01T04:00:00Z
Rdap Domain Last Changed
2025-07-03T07:14:52Z
Rdap Nameservers
Ns-1270.awsdns-30.orgNs-1786.awsdns-31.co.ukNs-494.awsdns-61.comNs-577.awsdns-08.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
SIPLEY, RICHARD, ALFRED
IAR · Executive Officer · 2.5%
2626222
NAIDU, VIJAY
IAR · Executive Officer · 2.5%
2183477
BACON, JAMES, COLIN
IAR · Executive Officer · 2.5%
6312960
JALKUT, THOMAS, PETER
Executive Officer · 2.5%
4346432
MANUS, DEBORAH, JEANNE
Executive Officer · 2.5%
4346436
ROBERTS, JEFFREY, WILLIAM
Executive Officer · 2.5%
7304064
ANU B KOTHARI
IAR
5481419