Hedge Fund Database

HT PARTNERS LLC

Adviser information for HT PARTNERS LLC last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 398 $483.4M
Non-Discretionary 21 $2.2M
Total 419 $485.5M

Clients

Type Number RAUM
Individuals 69 $49.6M
HNW Individuals 51 $423.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $8.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $4.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsMULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-69512
SEC ERA File Number 801-69512
SEC CIK Numbers 1552999
SEC CRD Numbers 147400
Legal Entity Identifier None

Principal Office

6 MAIN STREET
SUITE 312
CENTERBROOK
CT
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 860-662-4197, Fax: 860-767-7102

Websites

www.htpartnersiq.com www.htpartnersfamilywealth.com

Chief Compliance Officer

PETER JOSEPH DECKER
MANAGING MEMBER
6 MAIN STREET
SUITE 312
CENTERBROOK
CT
United States
Tel: 860-662-4197
Fax: 860-767-7102
(Full email address available in API data)

Regulatory Contact

CHRISTOPHER J. KOEHM
MANAGING MEMBER
6 MAIN STREET
SUITE 312
CENTERBROOK
CT
United States
Tel: 860-662-4197
Fax: 860-767-7102
(Full email address available in API data)

Industry Affiliates

CHRISTOPHER J. KOEHM Accountant or accounting firm
ESSEX INSURANCE GROUP, INC. Insurance company or agency
HT FIDUCIARY MANAGEMENT LLC Trust company

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DECKER, PETER, JOSEPH Individual – MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 02/2008 50-75%
KOEHM, CHRISTOPHER, J. Individual – MANAGING MEMBER 02/2008 50-75%

No. Employees, Historic

105020192020202120222023202420256 on 9/18/20196 on 2/6/20206 on 2/6/20206 on 6/2/20206 on 7/1/20206 on 2/22/20216 on 9/28/20217 on 3/9/20227 on 3/22/20227 on 3/22/20227 on 4/26/20227 on 7/12/20227 on 3/9/20237 on 3/14/20237 on 12/5/20237 on 2/8/20247 on 2/9/2024

RAUM, Historic

500M250M02019202020212022202320242025337017705 on 9/18/2019368547785 on 2/6/2020368547785 on 2/6/2020368547785 on 6/2/2020368547785 on 7/1/2020438831270 on 2/22/2021438831270 on 9/28/2021475599032 on 3/9/2022475599032 on 3/22/2022475599032 on 3/22/2022475599032 on 4/26/2022475599032 on 7/12/2022446071080 on 3/9/2023446071080 on 3/14/2023446071080 on 12/5/2023485521673 on 2/8/2024485521673 on 2/9/2024

No. Clients, Historic

2001000201920202021202220232024202593 on 9/18/2019105 on 2/6/2020105 on 2/6/2020105 on 6/2/2020105 on 7/1/2020114 on 2/22/2021114 on 9/28/2021121 on 3/9/2022121 on 3/22/2022121 on 3/22/2022121 on 4/26/2022121 on 7/12/2022122 on 3/9/2023122 on 3/14/2023122 on 12/5/2023128 on 2/8/2024128 on 2/9/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 470K 3K –
ACADIA HEALTHCARE COMPANY IN COM 206K 3K –
ALPHABET INC CAP STK CL C 2M 9K –
ALPHABET INC CAP STK CL A 2M 12K –
AMAZON COM INC COM 956K 5K –
AMGEN INC COM 214K 686 –
APPLE INC COM 2M 11K –
AT&T INC COM 210K 11K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
COSTAR GROUP INC COM 248K 3K –
DANAHER CORPORATION COM 248K 992 –
ELI LILLY & CO COM 4M 4K –
EMERSON ELEC CO COM 213K 2K –
ETF SER SOLUTIONS DEFIANCE NEXT 513K 12K –
EXXON MOBIL CORP COM 317K 3K –
GENERAL DYNAMICS CORP COM 203K 700 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 384K 2K –
INVESCO QQQ TR UNIT SER 1 479K 1K –
ISHARES TR CORE S&P500 ETF 256K 468 –
ISHARES TR RUS 1000 VAL ETF 405K 2K –
ISHARES TR RUS MID CAP ETF 2M 27K –
ISHARES TR U.S. TECH ETF 393K 3K –
ISHARES TR MSCI EAFE ETF 48M 614K –
ISHARES TR MSCI EMG MKT ETF 16M 380K –
ISHARES TR CORE S&P TTL STK 334K 3K –
JOHNSON & JOHNSON COM 2M 14K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 4M 9K –
NVIDIA CORPORATION COM 3M 23K –
PEPSICO INC COM 229K 1K –
PROCTER AND GAMBLE CO COM 321K 2K –
PROSHARES TR S&P 500 DV ARIST 538K 6K –
SCHWAB STRATEGIC TR US BRD MKT ETF 141M 2M –
SELECT SECTOR SPDR TR SBI CONS STPLS 293K 4K –
SPDR S&P 500 ETF TR TR UNIT 720K 1K –
VANGUARD BD INDEX FDS SHORT TRM BOND 3M 38K –
VANGUARD BD INDEX FDS INTERMED TERM 1M 18K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 21K –
VANGUARD BD INDEX FDS LONG TERM BOND 1M 18K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 3M 68K –
VANGUARD INDEX FDS VALUE ETF 316K 2K –
VANGUARD INDEX FDS MID CAP ETF 316K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 12M 44K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 4M 84K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 3M 27K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 776K 10K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 769K 17K –
VANGUARD STAR FDS VG TL INTL STK F 371K 6K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 15M 295K –
VISA INC COM CL A 361K 1K –