Delray Beach, FL Office

Updated today
Sutter Capital Partners, LLC logo

Sutter Capital Partners, LLC

Team

Firm-wide stats for Sutter Capital Partners, LLC

Total advisors

5

Across 3 offices

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Sutter Capital Partners provides investment management and advisory services while also operating a sales-and-marketing practice that represents third‑party investment managers. Under its sales-and-marketing line the firm introduces managers to prospective investors, supports consultant and intermediary relationships, and does not open or maintain investor accounts for those manager-clients.

The firm conducts manager selection and due diligence and may retain sub‑advisers, using third‑party performance and analytics tools as part of its review process; its investment advisory work is generally non‑discretionary, requiring client approval before placing trades. Sutter also offers financial planning and consulting on an as‑needed basis under hourly or fixed‑fee arrangements in addition to charging asset‑based advisory fees.

Notable features that distinguish Sutter from many peers include its registration as a municipal advisor (with municipal advisory activity currently suspended pending establishment of a suitable regulatory principal) and its ownership and affiliation with broker‑dealer entities, which the firm discloses as creating potential conflicts when recommending custodians or execution. The firm also discloses involvement in other financial product sales and a business model that earns retainers and incentive compensation from the managers it represents; it reports no regulatory assets under management in the brochure.

Based on Sutter Capital Partners, LLC

Expertise

Wealth management Business exit / sale strategy General estate planning guidance

Based on Sutter Capital Partners, LLC

Occupation focus

Founder/Business Owner Executive

Based on Sutter Capital Partners, LLC

Location

Delray Beach FL

Advisors at this office

1

View complete list of advisors at this office
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