$2.4B Total AUM
$2.2B Disc. AUM
7.7% 3Y CAGR
20 Employees
106 ADV. Clients
31 yrs Firm Age
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- Custodian
- Broadridge ยท SEI
- Clients
- Retail and Institutional
- Platforms
- BeaconCapital element
- Established Date
- 10-11-1994
- Office Locations
- 1
Office Locations
50 Congress Street, Suite 832 Boston MA
About Nichols & Pratt Advisers LLP
Nichols & Pratt Advisers LLP is a Boston-based, partner-led investment adviser serving individuals, families, and trustees with portfolio management and broader wealth counsel, including estate planning. Founded in 1977, clients work directly with firm partners. Portfolios are primarily implemented using ETFs alongside U.S. government/agency bonds, with SEI as a key custodian/platform.
Team overview
56 AVG AGE
$243.0M AVG AUM / ADVISOR
$22.9M AVG AUM / CLIENT
14.1 yrs AVG TENURE
20 Employees
10 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Custodian
Harbor Wave Focus
Investment Vehicles
Vital Legacy
Platform
Horizon
Services
Value
Technology
Peak ridge Legacy
Owner & Executives
T
THOMAS EWING BATOR
Partner
- CRD
- #4356322
- Ownership
- 10% but less than 25%
(576) 876-4475
horizon.fusion@glaciercapital.com
in linkedin.com/in/north-matrix
J
JOHN KINGSTON HERBERT
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
(556) 400-5731
peak.peak@signalcapital.com
in linkedin.com/in/vital-timber
Q
Quantum vector
Vital pathway signal
- CRD
- #73392
- Ownership
- 13.7%
(379) 788-7115
horizon.vector@harborcapital.com
in linkedin.com/in/ember-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,181,224,469 | $3,881,182 |
| Non-Discretionary | $249,175,100 | $3,114,689 |
| Total | $2,430,399,569 | $3,785,669 |
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Separately Managed Accounts
Total SMA Asset: $2,430,399,569
Equity - Exchange:
36.6% U.S. Government/Agency:
24.8% Cash:
25.9% Public Funds:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $468,212,607 | 36.6% |
| U.S. Government/Agency | $317,258,815 | 24.8% |
| Cash | $331,330,779 | 25.9% |
| Public Funds | $162,467,216 | 12.7% |
| Total | $1,279,269,417 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON ALPHA | SIGNAL VITAL | CL8VOYOLL | HNTG | 4.50% | $109,612,338 |
| DELTA RIDGE | PATHWAY EMBER | PCV42SPWL | TNWM | 12.24% | $42,589,174 |
| PATHWAY ELEMENT PATHWAY | ZENITH ELEMENT | LNAANI1TE | ARZZW | 6.74% | $94,177,076 |
| UNISON VITAL VERTEX | SUMMIT HARBOR | 840YQUPAQ | ECI | 11.20% | $118,999,735 |
| RIDGE MOMENTUM MERIDIAN | MERIDIAN MERIDIAN | NVDVP39PP | PAGQ | 12.25% | $34,385,803 |
| EMBER EAGLE ALPHA | VITAL MOMENTUM | QCNWO73TD | SWZD | 1.00% | $4,326,369 |
| LEGACY UNISON | BEACON DELTA | QLUH15JNN | IHM | 2.58% | $32,487,146 |
| BEACON INSIGHT ZENITH | PRIME RIDGE | 3SYD5F8IL | DJBCD | 5.14% | $105,906,403 |