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Tuckernuck Partners, Inc (Boston)


Tuckernuck Partners, Inc is a large advisory firm based in Boston. It manages $567.4 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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Tuckernuck Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tuckernuck Partners: assets under management

The assets under management (AUM) of Tuckernuck Partners, Inc is $567.4 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $242.4 million in discretionary accounts and $325 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tuckernuck Partners, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Tuckernuck Partners, Inc performs its advisory services is located at 2 Oliver Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-423-0909 or by fax 617-423-0911. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.kanon.com.


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