NICHOLS & PRATT Overview

Nichols & Pratt Advisers Llp is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 25 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 63% of the manager's regulatory AUM.

NICHOLS & PRATT StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NICHOLS & PRATT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 8.31% Health -4.59% -0.04% 0 34%
GE 6.2% Industrials 5.03% -0.15% 0 34%
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FEATURED IN
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NICHOLS & PRATT Founders and Key Employees

Name Title In Position Since
John K. Herbert Partner January-2001
Harold I. Pratt Partner August-1994
Richard K. Nichols Partner January-1997
Thomas E. Bator Partner January-1997
Leonard J. Patenaude Partner August-1994
James R. Nichols Partner August-1994
Patricia D. Popov Partner January-2002
Kimberly H. Latifi Chief Compliance Officer/Partner January-2003

NICHOLS & PRATT Brokers, Custodians, Auditors and Administrators

Type Company

NICHOLS & PRATT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



In advising or managing a client’s account, the appropriate balance between the goals of current income and long-term capital preservation and appreciation is determined in consultation with the client, taking into account the ability of the account to sustain volatility. This normally leads to the determination of an allocation between stocks and bonds for the particular account. Once this is determined, we select securities from an approved list restricted to fewer than 75 publicly traded companies, representing largely what we believe to be high-quality, seasoned companies with long stable histories and suitability for fiduciary accounts, as well as a few selected mutual funds and exchange traded funds and debt securities which are typically either U.S. Government Obligations, U.S. Government Agencies, or Municipal and Corporate Debt Securities generally rated AA or higher at the time of investment by...
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NICHOLS & PRATT Portfolio Concentration

NICHOLS & PRATT Location

50 CONGRESS STREET, SUITE 832
BOSTON, Massachusetts
UNITED STATES, 02109-4002

NICHOLS & PRATT Contact Information

Phone Number: 617-523-6800
Fax Number: 617-523-8949
Website:

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