Investment adviser · CRD 107463
CUTLER CAPITAL MANAGEMENT
Investment adviser filing (IA)
CUTLER CAPITAL MANAGEMENT LLC
WORCESTER, MA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $431M Form ADV · Item 5.F
- Client accounts
- 348 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $275,187,691 | 63.9% |
| Pooled investment vehicles | 2 | $101,328,843 | 23.5% |
| Corporations & businesses | 15 | $29,296,421 | 6.8% |
| Charities | Fewer than 5 | $16,443,875 | 3.8% |
| Individuals | 22 | $5,006,125 | 1.2% |
| Retirement plans | Fewer than 5 | $3,564,828 | 0.8% |
Filing source
Form ADV 2059295 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CUTLER INVESTMENT FUND, LPHedge Fund · Last reported Mar 25, 2026$69.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, PC
PCAOB 392
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
RBC CAPITAL MARKETS, LLC
SEC 8-45411
MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039
Fund details & source
- Fund ID
- 805-9664923838
- Reported beneficial owners
- 33
- Minimum commitment
- $250K
- Form D file number
- 021-177546
Form ADV 2059295 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CUTLER FINANCIALS FUND, LPHedge Fund · Last reported Mar 25, 2026$31.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, PC
PCAOB 392
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
RBC CAPITAL MARKETS, LLC
SEC 8-45411
MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039
Fund details & source
- Fund ID
- 805-5969082566
- Reported beneficial owners
- 29
- Minimum commitment
- $250K
- Form D file number
- 021-177550
Form ADV 2059295 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CUTLER CONVERTIBLE ABSOLUTE RETURN FUND, LPHedge Fund · Last reported Feb 20, 2015$18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
Fund details & source
- Fund ID
- 805-2090293699
- Reported beneficial owners
- 20
- Minimum commitment
- $250K
Form ADV 879568 · Feb 20, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
306 MAIN ST, 2ND FLOORWORCESTER, MA, 01608-1518, United States
CRD 107463
Filing source
Form ADV 2059295 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.