|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DT Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 157646 |
| SEC # | 801-72325 |
| CIK # | 0001537621 |
| AUM | $1.9 B (2025-04-04) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 484-778-4425 |
| Address | Brandywine Five Chadds Ford, PA 19317-9665 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001537621 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.8 | ||
| iShares Comex Gold Trust | 12.3 | ||
| J P Morgan Chase & Co | 11.0 | ||
| Johnson & Johnson | 9.1 | ||
| Apple Inc | 8.4 | ||
| Automatic Data Processing Inc | 7.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,143 | 355.5 |
| (b) Individuals (high net worth individuals) | 321 | 907.8 |
| (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 | 18.4 |
| (h) Charitable organizations | 9 | 35.1 |
| (i) State or municipal government entities | 0 | 150.1 |
| (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 | 17 | 421.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,090 | 1,888.0 |
| By Discretionary | ||
| Discretionary | 2,017 | 1,802.4 |
| Non-Discretionary | 73 | 85.6 |
| Total | 2,090 | 1,888.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,888.0 | |
| Total | 2,090 | 1,888.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001537621] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beaird Harris Wealth Management LLC
✚
|
TX | 1.9 |
|
J Stern & Co LLP
✚
|
1.9 | |
|
Perennial Investment Advisors LLC
✚
|
CA | 1.9 |
|
CornerStone Management Inc
✚
|
GA | 1.9 |
|
Focused Wealth Management Inc
✚
|
NY | 1.9 |
|
Well Done LLC
✚
|
MI | 1.9 |
|
Heartland Advisors Inc
✚
|
WI | 1.9 |
|
Human Investing LLC
✚
|
OR | 1.9 |
|
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.9 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1.9 |