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Manager of GP · Nutter Investment Advisors

Jeffrey W. Roberts

CRD 7304064 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Nutter Investment Advisors, an SEC-registered asset manager based in Boston, MA with $3.0 billion in regulatory assets, lists Jeffrey W. Roberts on its Form ADV as Manager of GP, a control person. The SEC filings also name Jeffrey at 1 other registered adviser.

Firms and roles

AtlasMembers

Jeffrey’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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 (7)

  • Thomas P. JalkutManager of GP, Nutter Investment Advisors
  • Deborah J. ManusManager of GP, Nutter Investment Advisors
  • Richard A. SipleyChief Executive Officer and Manager of GP, Nutter Investment Advisors
  • James C. BaconDirector of Research, Portfolio Manager, Chief Compliance Officer and Manager of GP, Nutter Investment Advisors
  • Vijay NaiduManager of GP, Nutter Investment Advisors

2 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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