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CUTTER CAPITAL MANAGEMENT

NEW YORK, NY · CRD 326885 · IAPD ↗ · 646-989-4200

$493.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
August 2025 — CUTTER CAPITAL MANAGEMENT (NEW YORK, NY) left the SEC roster (was $493.4M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2025 — CUTTER CAPITAL MANAGEMENT reported RAUM up 27% ($387.2M -> $493.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CUTTER CAPITAL MANAGEMENT now reports 1 private fund(s) ($7.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
62
April 2024 — CUTTER CAPITAL MANAGEMENT reported RAUM up 73% ($223.9M -> $387.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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