Nautic Partners, LLC
Providence, RI·SEC-registered · CRD #159822
Nautic Partners, LLC is an SEC-registered investment advisory firm in Providence, RI managing $14B across 18 client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
18
Advisory staff
45
Fee model
Fee-only
How Nautic Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Nautic Partners, LLC
How much does Nautic Partners, LLC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Nautic Partners, LLC reports $14B in regulatory assets under management across roughly 18 client accounts.
How does Nautic Partners, LLC charge?
Nautic Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Nautic Partners, LLC a fiduciary?
Yes. Nautic Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #159822), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Nautic Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Nautic Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Nautic Partners, LLC's public SEC Form ADV filing (CRD #159822, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Nautic Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Nautic Partners, LLC? Claim this profile.