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NICHOLS & PRATT ADVISERS LLP
CRD 107113 · SEC 801-47618
50 CONGRESS STREET, SUITE 832, BOSTON, MA, 02109-4002, United States
Phone
617-523-6800
Fax
617-523-8949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.43B
Discretionary AUM
$2.18B
Team
20 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF INCOME COLLECTED
Org form
Limited Liability Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $21.8M |
| High net worth individuals | 85 | $2.18B |
States served
CA, MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD