CRD: 133162
Nutmeg Capital Advisors, LLC
Hartford, CT, 06106
8605243410
$41.8M Total AUM
$41.8M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2005
- Office Locations
- 1
Office Locations
241 Main Street Hartford CT
About Nutmeg Capital Advisors, LLC
Nutmeg Capital Advisors, LLC is a Hartford-based RIA. The firm has been operating for 21 years. Managing $41.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$41.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Eagle capital
Client Personas
Zenith summit
Investment Themes
Peak crest
Services
Pioneer Beacon atlas Vertex Quantum Glacier Radial Optima
Owner & Executives
P
PHILIP ALEXANDER NASSAU
Manager
- CRD
- #1529052
- Ownership
- 75% or more
(467) 471-4631
ember.matrix@alphacapital.com
in linkedin.com/in/harbor-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,836,693 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,836,693 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,836,693
Equity - Exchange:
18.6% Cash:
33.5% U.S. Government/Agency:
26.8% Public Funds:
11.4% Private Funds:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $937,974,438 | 18.6% |
| Cash | $1,689,362,563 | 33.5% |
| U.S. Government/Agency | $1,351,490,050 | 26.8% |
| Public Funds | $574,887,559 | 11.4% |
| Private Funds | $489,158,712 | 9.7% |
| Total | $5,042,873,322 | 100.0% |