HT Partners LLC

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Assets, Funds, Holdings

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HT Partners LLC
CRD #147400
SEC #801-69512
CIK #0001552999
AUM $485.5 MM (2024-02-09)
Employees 7 (71% Investors, 0% Brokers)
Phone860-662-4197
Address6 Main Street
Centerbrook, CT 06409
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 4.2
LLY 301,789.7 3.8
NVDA 399,550.0 2.9
AAPL 2,382,844.0 2.3
GOOGL 1,475,138.5 2.2
JNJ 465,600.2 2.1
GOOG 1,482,566.4 1.6
META 434,852.0 1.0
AMZN 1,092,997.8 1.0
ABBV 269,466.6 0.5
Holdings by Sector ($MM)
3502802101407002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 69 49.6
(b) Individuals (high net worth individuals) 51 423.8
(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 8.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 4.2
(n) Other 0 0.0
Total 419 485.5
By Discretionary
Discretionary 398 483.4
Non-Discretionary 21 2.2
Total 419 485.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 485.5
Total 419 485.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001552999]
Comparable Firms State AUM ($BB)
Central Valley Advisors LLC
CA 0.5
Quantum Financial Services Inc
IN 0.5
Sandy Cove Advisors LLC
MA 0.5
Castle Rock Wealth Management LLC
CA 0.5
Silverlake Wealth Management LLC
VT 0.5
Garrison Point Capital LLC
CA 0.5
TLWM LLC
TX 0.5
Hudson Capital Management LLC
NJ 0.5
Cyrus J Lawrence LLC
NY 0.5
WJ Interests LLC
TX 0.5
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