Data / Investment advisers / Massachusetts / Nutter Investment Advisors
Nutter Investment Advisors, Boston, MA: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nutter Investment Advisors is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $3 billion in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Nutter Investment Advisors (CRD number 105461): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105461
- SEC file number
- 801-33250
- SEC status
- Approved, effective November 14, 1988
- Legal name
- Nutter Investment Advisors Limited Partnership
- Main office
- Seaport West, 155 Seaport Boulevard 5th Floor, Boston, MA 02210
- Phone
- (617) 439-2100
- Website
- nutter.com
- Regulatory AUM
- $2,963,283,082 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $69,974,263
- Non discretionary AUM
- $2,893,308,819
- Accounts
- 41
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $2.89 billion |
| High net worth individuals | 20 | $67.6 million |
| Individuals (other than high net worth individuals) | 5 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.96 billion | March 5, 2026 |
| December 1, 2025 | $2.68 billion | April 14, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SVB Wealth | Boston | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Ampersand Capital Partners | Boston | $3.09 billion | 4 | adviserinfo.sec.gov |
| Alphasimplex Group, LLC | Boston | $3.09 billion | 1 | adviserinfo.sec.gov |
| AEW Capital Management LP | Boston | $3.02 billion | 1 | adviserinfo.sec.gov |
| Columbia Cent Clo Advisers, LLC | Boston | $3.00 billion | 10 | adviserinfo.sec.gov |
| Birch Hill Investment Advisors LLC | Boston | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Leeward Investments | Boston | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Strategic Capital Allocation Group, L.L.C. | Boston | $2.84 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Nutter Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.