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NUTSHELL ASSET MANAGEMENT LIMITED

SEVENOAKS, United Kingdom · CRD 329065 · IAPD ↗ · nutshellam.com · +44 (0)20 78560520

$165.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
February 2025 — NUTSHELL ASSET MANAGEMENT LIMITED (SEVENOAKS, United Kingdom) left the SEC roster (was $165.0M RAUM, 2 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
65
September 2024 — NUTSHELL ASSET MANAGEMENT LIMITED (SEVENOAKS, United Kingdom) is newly SEC-registered with $165.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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