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NAUTIC PARTNERS, LLC

PROVIDENCE, RI · CRD 159822 · IAPD ↗ · 401-278-6770

$13.97BRegulatory AUM
45Advisory reps
69Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — NAUTIC PARTNERS, LLC reported RAUM up 70% ($7.83B -> $13.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.