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CUTLER CAPITAL MANAGEMENT
CUTLER CAPITAL MANAGEMENT LLC
CRD 107463 · SEC 801-57382
306 MAIN ST, 2ND FLOOR, WORCESTER, MA, 01608-1518, United States
Phone
508-757-4455
Fax
508-757-4466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$430.8M
Discretionary AUM
$430.8M
Team
9 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.0M |
| High net worth individuals | 102 | $275.2M |
| Pooled investment vehicles | 2 | $101.3M |
| Pension/profit sharing plans | 2 | $3.6M |
| Charitable organizations | 3 | $16.4M |
| Corporations/business entities | 15 | $29.3M |
States served
MA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD