DT Investments I LLC
Firm details
- Headquarters
- ,
- CRD number
- 168117
- Custodians
- CITIGROUP GLOBAL MARKETS INC., CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.1%
- Individuals2.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DT Investments I LLC is a privately owned limited liability company that provides discretionary portfolio management primarily for individual and family clients, along with small businesses and other institutions. The firm is owned by an individual and bills clients using a combination of a percentage-of-assets-under-management and performance-based fees. According to available disclosures, the adviser does not market itself as an active ESG investor and is not registered as a multi-state or newly formed adviser. Advisory work is focused on direct portfolio management rather than pension consulting or related-adviser structures. The firm’s regulatory registration year is not specified in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities54%
- Exchange Traded Equities26%
- US Government Bonds15%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2
Judith Webster
CRD 708802
Durraj Tase
FounderCRD 4383850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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