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 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 75% of the manager's regulatory AUM.
NICHOLS & PRATT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NICHOLS & PRATT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.98% | Tech | 6.53% | -0.21% | 0 | 45% | ||
| JNJ | 6.31% | Health | 0.33% | 0.09% | 0 | 40% | ||
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FEATURED IN
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 |
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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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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
BOSTON, Massachusetts
UNITED STATES, 02109-4002
NICHOLS & PRATT Contact Information
Phone Number: 617-523-6800
Fax Number: 617-523-8949
Website: http://www.nichols-pratt.com
Fax Number: 617-523-8949
Website: http://www.nichols-pratt.com
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