Niva WealthLet’s talk

Allan Petersen

Managing Director, Chief Operating Officer at Nautic Partners

Officer record from the firm’s Form ADVForm ADV filed 30 April 2026

Allan Petersen is Managing Director, Chief Operating Officer of Nautic Partners, LLC, a Providence investment adviser.

Role at Nautic Partners

Title on Schedule A
Managing Director, Chief Operating Officer
Control
Allan Petersen is a control person of Nautic Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Allan Petersen has held the filed role since January 2024.

The firm

Nautic Partners, LLC
Providence, RI

Form ADV filed 30 April 2026

$14B AUM18 clients45 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Allan Petersen is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Allan Petersen
CRD
3262281
Firm
Nautic Partners, LLC
Record basis
Form ADV officer listing
Firm bio
nautic.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Nautic identifies Allan M. B. Petersen as a Managing Director, Investor Relations, and Chief Operating Officer. The biography says he leads the firm’s investor relations work. Official Nautic team biography

Education

Common questions

Where does Allan Petersen work?

Allan Petersen has been Managing Director, Chief Operating Officer of Nautic Partners, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 April 2026

Leadership at Nautic Partners

Sources

  1. IAPD individual lookup, CRD 3262281. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Nautic Partners, LLC, filed 30 April 2026. Title, control and ownership bands.
  3. Nautic Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Allan Petersen or Nautic Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.