Nutter Investment Advisors Limited Partnership
- Regulatory AUM
- $3.0B
- Discretionary
- $70.0M
- Clients
- 26
- Avg AUM / client
- $114M
- Accounts
- 41
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.4M | 0.08% |
| High net worth individuals | 20 | $67.6M | 2.28% |
| Corporations and other businesses | 1 | $2.9B | 97.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jalkut, Thomas, Peter | Manager Of Gp | Apr 2002 (24y) | Less than 5% | |
| Manus, Deborah, Jeanne | Manager Of Gp | Apr 2002 (24y) | Less than 5% | |
| Vijay Naidu | Manager Of Gp | CFA | Nov 2015 (11y) | Less than 5% |
| James Colin Bacon | Director Of Research, Portfolio Manager, Chief Compliance Officer And Manager Of Gp | CFA | Oct 2017 (9y) | Less than 5% |
| Richard Alfred Sipley | Chief Executive Officer And Manager Of Gp | CFP CFA | Mar 2019 (7y) | Less than 5% |
| Roberts, Jeffrey, William | Manager Of Gp | Mar 2021 (5y) | Less than 5% | |
| Anu B Kothari | Registered representative | Jan 2022 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nutter, Mcclennen & Fish, Llp | Limited Partner And Member Of Gp | Sep 1988 | A | 75% or more |
| Nia Partners, Llc | General Partner | Apr 2002 | A | Less than 5% |
| Nutter, Mcclennen & Fish, Llp | Member | Apr 2002 | B | ≈ 0% – 5% via Nia Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nutter, Mcclennen & Fish, Llp: 75% – 100% of Nia Partners, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fifth Third Bank $2.6B (87% of AUM) Mar 2026
- Nutter, Mcclennen & Fish, Llp $1.4B (97% of AUM) Jul 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗