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They include 105 individual clients, 50 high-net-worth individuals, and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sutton Place Investors offer?","answer":"Sutton Place Investors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sutton Place Investors charge?","answer":"Sutton Place Investors charges 0.75%–2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.","source":"SUTTON PLACE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 8 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sutton Place Investors use?","answer":"Sutton Place Investors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $378M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sutton Place Investors have?","answer":"Sutton Place Investors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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":"What does Sutton Place Investors invest in?","answer":"At the end of its last fiscal year, Sutton Place Investors’ separately managed accounts held 70% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 5% cash and equivalents, 3% state and local bonds, 2% investment grade corporate bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Sutton Place Investors have a minimum investment?","answer":"Yes, Sutton Place Investors’ minimum account size for its Investment Management Services is $1M.","source":"SUTTON PLACE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 8 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Sutton Place Investors?","answer":"Sutton Place Investors’ direct owners are David Settanni (50% to 75%) and Donato Settanni (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sutton Place Investors get paid?","answer":"Sutton Place Investors is paid through a percentage of assets under management, hourly charges and fixed fees. 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