{"url":"https://nivawealth.com/firms/nautic-partners-159822","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159822","regulatoryAum":13973062083,"crd":"159822","secFileNumber":"801-73944","legalName":"Nautic Partners, LLC","displayName":"Nautic Partners","website":"https://www.nautic.com","linkedinUrl":"https://www.linkedin.com/company/nautic-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 Kennedy Plaza, 17th Floor","city":"Providence","state":"RI","stateName":"Rhode Island","country":"United States","postalCode":"02903-2393"},"tradeNames":[],"registration":{"secApproved":"28 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":69,"advisory":45,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13973062083,"discretionaryAccounts":18,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":18,"regulatoryAum":13973062083}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Nautic Partners has custody of $13.97B for 18 clients.","otherCustodians":[],"leadership":[{"name":"John Marcos","title":"Chief Financial Officer","crd":"7486152"},{"name":"Allan Petersen","title":"Managing Director, Chief Operating Officer","crd":"3262281"},{"name":"Samantha Marre","title":"Chief Compliance Officer","crd":"6228905"},{"name":"Bernard Buonanno","title":"Managing Director","crd":"1981895"},{"name":"Christopher Corey","title":"Managing Director","crd":"4844104"},{"name":"Christopher Crosby","title":"Managing Director","crd":"2734090"},{"name":"Habib Gorgi","title":"Senior Advisor","crd":"6026158"},{"name":"Scott Hilinski","title":"Managing Director","crd":"6026182"},{"name":"Christopher Pierce","title":"Managing Director","crd":"5590493"}],"ownership":[{"label":"Nautic Management Holdings, L.P.","detail":"Member in the 75% or more ownership band and a control person, since December 2021."},{"label":"Nautic Feeder, L.P.","detail":"Indirect owner: a limited partner of Nautic Management Holdings, L.P. in the 75% or more band and a control person, since December 2021.","parent":"Nautic Management Holdings, L.P."},{"label":"Nautic Capital Holdings, LLC","detail":"Indirect owner: general partner of Nautic Management Holdings, L.P. and a control person, since December 2021. Also general partner of Nautic Feeder, L.P. and a control person, since December 2021.","parent":"Nautic Management Holdings, L.P."},{"label":"Scott Hilinski","detail":"Indirect owner: a limited partner of Nautic Feeder, L.P. in the 25% to 50% band and a control person, since December 2021. Also a member of Nautic Capital Holdings, LLC in the 25% to 50% band and a control person, since December 2021.","parent":"Nautic Feeder, L.P."},{"label":"Christopher Crosby","detail":"Indirect owner: a limited partner of Nautic Feeder, L.P. in the 25% to 50% band and a control person, since December 2021. Also a member of Nautic Capital Holdings, LLC in the 25% to 50% band and a control person, since December 2021.","parent":"Nautic Feeder, L.P."},{"label":"Christopher Corey","detail":"Indirect owner: a limited partner of Nautic Feeder, L.P. in the 25% to 50% band and a control person, since December 2021. Also a member of Nautic Capital Holdings, LLC in the 25% to 50% band and a control person, since December 2021.","parent":"Nautic Feeder, L.P."},{"label":"Christopher Pierce","detail":"Indirect owner: a limited partner of Nautic Feeder, L.P. in the 25% to 50% band and a control person, since March 2025. Also a member of Nautic Capital Holdings, LLC in the 25% to 50% band and a control person, since March 2025.","parent":"Nautic Feeder, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Rhode Island","offices":1,"addresses":[{"street":"50 Kennedy Plaza, 17th Floor","city":"Providence","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"401-278-6770","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":18},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159822/PDF/159822.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Nautic Partners have?","answer":"Nautic Partners has 18 clients and manages $14 billion for them, as of April 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nautic Partners offer?","answer":"Nautic Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Nautic Partners have?","answer":"Nautic Partners has 0 investment adviser representatives registered with state securities authorities, out of 69 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nautic Partners?","answer":"Nautic Partners is owned through a chain of holding companies by Scott Hilinski, Christopher Crosby, Christopher Corey and Christopher Pierce. Its direct owner is Nautic Management Holdings, L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nautic Partners get paid?","answer":"Nautic Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}