SUTTER CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 312689
- Website
- www.boustead1828.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sutter Capital Partners, LLC operates as a small, unclassified capital allocator and advisory firm that combines municipal advisory activity with retail advisory services. The firm is registered as a limited liability company and performs work as a Registered Municipal Advisor and as an Other Financial Product Salesperson. Its advisory services include financial planning, direct portfolio management for individuals and small businesses, and the selection of third‑party advisers to implement specialized strategies. The firm’s fee structure is flexible: it can charge a percentage of assets under management, hourly fees, flat fixed fees, and other arrangements, which suggests it serves clients with varied needs and engagement types. Sutter Capital Partners is not identified as an active ESG investor and is not registered as a multistate adviser. It is also affiliated with broker‑dealer activity, indicating the firm may combine advisory services with brokerage capabilities or rely on broker‑dealer relationships to execute certain client transactions or product offerings. As a capital allocator, the firm appears to rely on external managers for specialized exposures rather than running large internal investment sleeves. That orientation aligns with its listed advisory activities—particularly the formal service of selecting other advisers—which points to a model focused on manager selection, oversight and packaging of diversified solutions for individual and small business clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL MCCLORY
CEOCRD 1390780
Contacts
3 of 3NICKOLAS ALLEVA
Investment AdvisorCRD 5402661
ROBERT BULL
ComplianceCRD 1521134
THOMAS FRIEDBERG
Senior Managing DirectorCRD 1242108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 6 Venture
- Time zone
- PT (UTC-8)
- Office locations
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