RIA Intel›Advisers›Rhode Island›NAUTIC PARTNERS, LLC

NAUTIC PARTNERS, LLC

Advisory

N·PROVIDENCE, RI

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM
$14.0B
1-Year AUM Growth
0.0%
3-Year CAGR
+29.3%
Employees
45
Assets Under Management
Total AUM$14.0B
Discretionary AUM$14.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees45
Investment Advisers69
Employee Growth (1Y)+10.0%
Filing History
Total Filings on Record25
First FilingFeb 14, 2012
Latest FilingApr 30, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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