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Director of Research, Portfolio Manager, Chief Compliance Officer and Manager of GP · Nutter Investment Advisors

James C. Bacon

CRD 6312960 · Named on Form ADV at one SEC-registered adviser

At a glance

Nutter Investment Advisors, an SEC-registered asset manager based in Boston, MA with $3.0 billion in regulatory assets, lists James C. Bacon on its Form ADV as Director of Research, Portfolio Manager, Chief Compliance Officer and Manager of GP, a control person.

Firms and roles

  • Nutter Investment AdvisorsDirector of Research, Portfolio Manager, Chief Compliance Officer and Manager of GPAsset manager · Boston, MA · $3.0B in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.