Dt Investment Partners, LLC (Chadds Ford)

Name: Dt Investment Partners, LLC
Address: Brandywine Five, Chadds Ford, PA, 19317 9665
Telephone: 4847784425

Dt Investment Partners, LLC is a large advisory firm based in Chadds Ford. It manages $1.26 billion of regulatory assets for 1,906 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Delaware and Pennsylvania.

Dt Investment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and asset allocation reporting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dt Investment Partners: assets under management

The assets under management (AUM) of Dt Investment Partners, LLC is $1.26 billion. The firm's AUM has grown by 324% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.23 billion in discretionary accounts and $27.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $666.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $448.92 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 64% of the total AUM. The second-largest asset type is state and local bonds, which make up 18% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dt Investment Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dt Investment Partners serves?

The firm provides services to individuals, charitable organizations, other investment advisers, and high net worth individuals. The largest group of clients of Dt Investment Partners is other investment advisers with 850 clients and $687.85 million of assets under management. Among the 6 most similar advisory firms, Dt Investment Partners has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $1.26 billion for 1,477 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dt Investment Partners doesn't advise any private funds.

Careers at Dt Investment Partners, LLC

The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Christopher Zimmerman	Member - chief investment strategist	1 Apr 2011	Other	5117248
John Leroy Blair	Member - vp	1 Apr 2011	Other	3109469
Christopher Frank Daniels	Member	1 Apr 2011	Other	60681
Devon Williams Daniels	Member	1 Apr 2011	Other	855665
Daniel Neumann Mullen	Chief compliance officer	1 Apr 2011	Other	2708266
Jonathan Darrell Smith	Ceo,cfo -member	1 Apr 2011	25% - 50%	2655073
Margaret C Ritter	Principal	1 Apr 2011	Other	1079005
Margaret Cecelia Ritter	Member - vp	1 Apr 2011	Other	1079005
Stacey Ann Scheb	Chief compliance officer	1 May 2019	Other	4464079

Based in Chadds Ford

The principal office where Dt Investment Partners, LLC performs its advisory services is located at Brandywine Five, Chadds Ford, PA 19317 9665, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 4847784425 or by fax 4847752024. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at dtinvestmentpartners.com.