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Nichols & Pratt Advisers LLP

● SEC registered since 1994CRD 107113SEC# 801-47618Boston, MA
Export (members)
Reg. AUM
$2.43B
Employees
20
Accounts
642
Location
Boston, MA

Nichols & Pratt Advisers LLP assets under management

Nichols & Pratt Advisers LLP is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1994. It reports $2.4 billion in regulatory assets under management and employs 20 people.

Nichols & Pratt Advisers LLP owners & executives

6 reported
NameTitleOwnershipSince
Craig Lonergan Melillo ControlPartner10-25%2022
John Kingston Herbert ControlPartner10-25%2001
Kimberly Hazard Latifi ControlChief Compliance Officer/Partner10-25%2003
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Frequently asked questions

How much does Nichols & Pratt Advisers LLP manage?

Nichols & Pratt Advisers LLP reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Nichols & Pratt Advisers LLP have?

Nichols & Pratt Advisers LLP reports 20 employees.

Where is Nichols & Pratt Advisers LLP located?

Nichols & Pratt Advisers LLP is based in Boston, MA and has been SEC-registered since 1994.

Does Nichols & Pratt Advisers LLP disclose fund performance?

Nichols & Pratt Advisers LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Congress Street, Suite 832, Boston, MA 02109-4002
Phone617-523-6800
Fax617-523-8949
Office hours9-5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.43B▲ 5%
Mar '25 — $2.32BApr '25 — $2.32BMay '25 — $2.32BJun '25 — $2.32BJul '25 — $2.32BAug '25 — $2.32BSep '25 — $2.32BOct '25 — $2.32BNov '25 — $2.32BDec '25 — $2.32BJan '26 — $2.32BFeb '26 — $2.32BMar '26 — $2.43BApr '26 — $2.43BMay '26 — $2.43BJun '26 — $2.43B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$2.43Bregulatory AUM
Discretionary $2.18BNon-discretionary $249.2M