HT PARTNERS LLC

Overview

HT Partners LLC is an independent SEC-registered advisory firm that manages portfolios for individuals, families and institutional clients. The firm’s investment approach leans heavily on public funds and broad-market ETFs for core equity exposure while supplementing client portfolios with mutual funds, corporate debt and selective alternative allocations. HT Partners acts as a financial planner and portfolio manager for both personal and business/institutional accounts, and bills clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Portfolio construction emphasizes diversified, liquid vehicles: the firm’s 13F footprint is dominated by ETFs, pointing to a preference for market-cap or indexed exposure for core equity allocation. At the same time HT Partners maintains smaller directly held equity positions and uses third-party alternative managers to access private placements and real estate, indicating a multi-vehicle approach that blends passive core positions with tactical, illiquid or income-oriented allocations when appropriate. Custody is concentrated with Charles Schwab & Co., reflecting an operational tilting toward a single custodian relationship for execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices