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HT Partners LLC
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CRD # | 147400 |
SEC # | 801-69512 |
CIK # | 0001552999 |
AUM | $485.5 MM (2024-02-09) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 860-662-4197 |
Address | 6 Main Street Centerbrook, CT 06409 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001552999] |
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---|---|---|
Central Valley Advisors LLC
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CA | 0.5 |
Quantum Financial Services Inc
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IN | 0.5 |
Sandy Cove Advisors LLC
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MA | 0.5 |
Castle Rock Wealth Management LLC
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CA | 0.5 |
Silverlake Wealth Management LLC
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VT | 0.5 |
Garrison Point Capital LLC
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CA | 0.5 |
TLWM LLC
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TX | 0.5 |
Hudson Capital Management LLC
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NJ | 0.5 |
Cyrus J Lawrence LLC
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|
NY | 0.5 |
WJ Interests LLC
✚
|
TX | 0.5 |