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| DT Investment Partners LLC
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|---|---|
| CRD # | 157646 |
| SEC # | 801-72325 |
| CIK # | 0001537621 |
| AUM | 1,912.8 M (2026-03-25) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 484-778-4425 |
| Address | Brandywine Five Chadds Ford, PA 19317-9665 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.8 | ||
| iShares Comex Gold Trust | 17.9 | ||
| Johnson & Johnson | 13.5 | ||
| J P Morgan Chase & Co | 10.7 | ||
| Apple Inc | 9.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 981 | 298.2 |
| (b) Individuals (high net worth individuals) | 315 | 1,397.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 149.8 |
| (h) Charitable organizations | 12 | 40.5 |
| (i) State or municipal government entities | 0 | 16.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,695 | 1,912.8 |
| By Discretionary | ||
| Discretionary | 1,620 | 1,818.7 |
| Non-Discretionary | 75 | 94.2 |
| Total | 1,695 | 1,912.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,912.8 | |
| Total | 1,695 | 1,912.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001537621] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 3 |
| Serves | Institutional, Retail |
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