NAUTIC PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$14B
Discretionary
$14B
100% of AUM
Avg account
$776M
Accounts
18
Employees
69
Advisory reps
9

Firm details

Headquarters
PROVIDENCE, Rhode Island
CRD number
159822
Registered since
March 28, 2012
Website
nautic.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nautic Partners, LLC is organized as an LLC and operates primarily as a private equity sponsor and manager of pooled investment vehicles. The firm is registered with the SEC (registration year 2012) and serves an institutional client base, acting as general partner/managing member on its funds rather than as a pure capital allocator. Advisory activity centers on portfolio management for pooled investment vehicles. Fee arrangements include traditional percentage-of-AUM management fees alongside performance-based (carry) fees. The firm is identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SAMANTHA MARRE

    Chief Compliance OfficerCRD 6228905

  • John Marcos

    Chief Financial OfficerCRD 7486152

Contacts

3 of 7
  • CHRISTOPHER PIERCE

    Managing DirectorCRD 5590493

  • ALLAN PETERSEN

    Managing Director, Investor RelationsCRD 3262281

  • CHRISTOPHER CROSBY

    Managing DirectorCRD 2734090

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PROVIDENCE, RI

PROVIDENCE

Location

PROVIDENCE, RI

Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PROVIDENCE
Address
50 Kennedy Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth