HT Partners LLC

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HT Partners LLC ✚
CRD #	147400
SEC #	801-69512
CIK #
AUM	$337.0 MM (100% Disc, 100% US)
Employees	6 (67% Investors, 0% Brokers)
Phone	860-662-4197
Address	6 Main Street Centerbrook, CT 06409
Source	IAPD Website LinkedIn Facebook

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	SCHB		90.1
	VEA		48.1
	MUB		25.2
	BNDX		19.6
	BSV		18.2
	VWO		11.6
	VMBS		9.7
	BIV		9.5
	BLV		8.0
	JNJ	369,000.0	1.2
View All

Holdings by Sector ($BB)

[{"dt": "2014-01-15", "sector": "Basic Industries", "value": 0}, {"dt": "2014-01-15", "sector": "Capital Goods", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Services", "value": 0.001786}, {"dt": "2014-01-15", "sector": "Energy", "value": 0.006879}, {"dt": "2014-01-15", "sector": "Exchange-Traded Fund", "value": 0.119537}, {"dt": "2014-01-15", "sector": "Finance", "value": 0.001849}, {"dt": "2014-01-15", "sector": "Health Care", "value": 0.015078}, {"dt": "2014-01-15", "sector": "Miscellaneous", "value": 0}, {"dt": "2014-01-15", "sector": "n/a", "value": 0}, {"dt": "2014-01-15", "sector": "Public Utilities", "value": 0.001402}, {"dt": "2014-01-15", "sector": "Technology", "value": 0.004761}, {"dt": "2014-01-15", "sector": "Transportation", "value": 0}, {"dt": "2015-01-21", "sector": "Basic Industries", "value": 0}, {"dt": "2015-01-21", "sector": "Capital Goods", "value": 0}, {"dt": "2015-01-21", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-01-21", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2015-01-21", "sector": "Consumer Services", "value": 0.000236}, {"dt": "2015-01-21", "sector": "Energy", "value": 0.00112}, {"dt": "2015-01-21", "sector": "Exchange-Traded Fund", "value": 0.142582}, {"dt": "2015-01-21", "sector": "Finance", "value": 0.000201}, {"dt": "2015-01-21", "sector": "Health Care", "value": 0.013138}, {"dt": "2015-01-21", "sector": "Miscellaneous", "value": 0}, {"dt": "2015-01-21", "sector": "n/a", "value": 0}, {"dt": "2015-01-21", "sector": "Public Utilities", "value": 0.000613}, {"dt": "2015-01-21", "sector": "Technology", "value": 0.000346}, {"dt": "2015-01-21", "sector": "Transportation", "value": 0}, {"dt": "2016-01-15", "sector": "Basic Industries", "value": 0}, {"dt": "2016-01-15", "sector": "Capital Goods", "value": 0}, {"dt": "2016-01-15", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-01-15", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2016-01-15", "sector": "Consumer Services", "value": 0}, {"dt": "2016-01-15", "sector": "Energy", "value": 0}, {"dt": "2016-01-15", "sector": "Exchange-Traded Fund", "value": 0.139085}, {"dt": "2016-01-15", "sector": "Finance", "value": 0}, {"dt": "2016-01-15", "sector": "Health Care", "value": 0.002034}, {"dt": "2016-01-15", "sector": "Miscellaneous", "value": 0}, {"dt": "2016-01-15", "sector": "n/a", "value": 0}, {"dt": "2016-01-15", "sector": "Public Utilities", "value": 0.000598}, {"dt": "2016-01-15", "sector": "Technology", "value": 0.000895}, {"dt": "2016-01-15", "sector": "Transportation", "value": 0}, {"dt": "2017-01-12", "sector": "Basic Industries", "value": 0}, {"dt": "2017-01-12", "sector": "Capital Goods", "value": 0}, {"dt": "2017-01-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-01-12", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-01-12", "sector": "Consumer Services", "value": 0}, {"dt": "2017-01-12", "sector": "Energy", "value": 0}, {"dt": "2017-01-12", "sector": "Exchange-Traded Fund", "value": 0.184738}, {"dt": "2017-01-12", "sector": "Finance", "value": 0}, {"dt": "2017-01-12", "sector": "Health Care", "value": 0.001357}, {"dt": "2017-01-12", "sector": "Miscellaneous", "value": 0}, {"dt": "2017-01-12", "sector": "n/a", "value": 0}, {"dt": "2017-01-12", "sector": "Public Utilities", "value": 0.00073}, {"dt": "2017-01-12", "sector": "Technology", "value": 0.000826}, {"dt": "2017-01-12", "sector": "Transportation", "value": 0}, {"dt": "2018-01-11", "sector": "Basic Industries", "value": 0.000228}, {"dt": "2018-01-11", "sector": "Capital Goods", "value": 0}, {"dt": "2018-01-11", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-01-11", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2018-01-11", "sector": "Consumer Services", "value": 0}, {"dt": "2018-01-11", "sector": "Energy", "value": 0}, {"dt": "2018-01-11", "sector": "Exchange-Traded Fund", "value": 0.241336}, {"dt": "2018-01-11", "sector": "Finance", "value": 0}, {"dt": "2018-01-11", "sector": "Health Care", "value": 0.001506}, {"dt": "2018-01-11", "sector": "Miscellaneous", "value": 0}, {"dt": "2018-01-11", "sector": "n/a", "value": 0}, {"dt": "2018-01-11", "sector": "Public Utilities", "value": 0.000447}, {"dt": "2018-01-11", "sector": "Technology", "value": 0.001124}, {"dt": "2018-01-11", "sector": "Transportation", "value": 0}]

Comparable Firms	State	AUM ($BB)
Pantera Capital Management LP ✚	CA	0.3
Fourstar Wealth Advisors LLC ✚	IL	0.3
Shaker Management Inc ✚	OH	0.3
Thor Investment Management Inc ✚	OH	0.3
Blue Rock Wealth Management LLC ✚	NC	0.3
Parker Investment Management LLC ✚	CA	0.3
Searle & Co ✚	CT	0.3
Early McClintic & McMillan LLP ✚	TX	0.3
IIFL Wealth Management Limited ✚		0.3
Great Point Wealth Advisors LLC ✚	MA	0.3

HT Partners LLC

Assets, Funds, Holdings