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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HT Partners LLC
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|---|---|
| CRD # | 147400 |
| SEC # | 801-69512 |
| CIK # | 0001552999 |
| AUM | $503.4 M (2025-03-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 860-662-4197 |
| Address | 6 Main Street Centerbrook, CT 06409 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.5 | ||
| Nvidia Corp | 3.2 | ||
| Lilly Eli & Co | 3.1 | ||
| Alphabet Inc | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| Apple Inc | 2.0 | ||
| Facebook Inc | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Amazon Com Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 60.3 |
| (b) Individuals (high net worth individuals) | 48 | 430.0 |
| (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 | 9.4 |
| (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 | 7 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 503.4 |
| By Discretionary | ||
| Discretionary | 375 | 500.2 |
| Non-Discretionary | 40 | 3.2 |
| Total | 415 | 503.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.4 | |
| Total | 415 | 503.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001552999] |
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