HT Partners LLC
Firm details
- Headquarters
- Centerbrook, Connecticut
- CRD number
- 147400
- Registered since
- September 3, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.18%
- Individuals12.15%
- Pension & Profit Sharing Plans2.06%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HT Partners LLC is an independent registered investment adviser that came under SEC oversight in 2008. Structured as a limited liability company with individual ownership, the firm serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fees are charged through a mix of asset-based percentages, hourly billing, and fixed-fee arrangements. HT Partners is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents9%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
Contacts
3 of 5
Austin Van Winkle
Financial PlanningCRD 6981391
Devin Bourque
Junior Financial PlannerCRD 6131704
Christopher Koehm
Co-Founder and Managing MemberCRD 5540551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$332M in ETFs
100%
$331M
0%
$996K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $177M | 6,053,912 | 53.46% |
Location
Centerbrook, CT
Middlesex
Location
Centerbrook, CT
Headquartered in Centerbrook, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Middlesex
- Address
- 6 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
N10° Wealth
RIAGreenwich, CT
Northern Right Capital Management, L.P.
RIADarien, CT
The Community Foundation for Greater New Haven, Inc.
RIANew Haven, CT
Point 41 Capital Partners, L.P.
RIACos Cob, CT
Varcov Co
RIADarien, CT
3 Boomerang Capital, LP
RIAGreenwich, CT