SourcingSourcing

CUTLER CAPITAL MANAGEMENT LLC

C43
CRD 107463·SEC 801-57382·WORCESTER, MA
AUM
$430.8M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CUTLER CAPITAL MANAGEMENT LLC
CRD
107463
SEC file #
801-57382
EIN
300699833
DBA names
Cutler Capital Management

Economics

AUM
$430.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$282.8M → $430.8M▲ +52%
Client mix
Individuals High Net Worth102
Individuals Other22
Corporations15
Charitable Organizations3
Pooled Investment Vehicles2

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
WORCESTER MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/cutler-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DANCEY, GEOFFREY, KRISTOPHER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DANCEY, GEOFFREY, KRISTOPHER
CUTLER LIMITED PARTNERSHIP I
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cutler.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
9
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001541320
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2012-02-07
Edgar Last Filing Date
2014-01-24
Edgar Form D Count
3
Edgar Form D Offerings
2014-01-242014-01-24 · 0000919574-14-000383
2013-01-242013-01-24 · 0000919574-13-000367
Edgar Former Names
CUTLER INVESTMENT GRADE CONVERTIBLE FUND LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
C/O CUTLER CAPITAL MANAGEMENT, LLC306 MAIN STREETWORCESTER, MA 01608
Business
C/O CUTLER CAPITAL MANAGEMENT, LLC306 MAIN STREETWORCESTER, MA 01608
Edgar EIN
300699833
Edgar Recent Filings
D/A2014-01-24 · 0000919574-14-000383
D/A2013-01-24 · 0000919574-13-000367
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4744852
Trust Company Affiliate
No

People (3)

3
GEOFFREY KRISTOPHER ALLAN DANCEY
Direct Owner · 62.5%
4744852
CUTLER, MELVIN, STANLEY
IAR · Executive Officer · 2.5%
4380174
MICHAEL EDWARD HOGAN
IAR
725951