Dwight Investment Management LLC

RIASEC RegisteredEst. 2015

Total AUM

$4.6B

Discretionary

$2.7B

59% of AUM

Avg account

$569M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sunny Isles Beach, Florida
CRD number: 174984
Registered since: March 11, 2015
Website: dwightmortgagetrust.com
Custodians: COMPUTERSHARE TRUST COMPANY, N.A., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles68.63%
Other31.37%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dwight Investment Management LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2015. The firm serves institutional clients and positions itself around management of pooled investment vehicles and portfolios for businesses or other institutions. Ownership is listed as individual and the firm is classified in filings as operating a securitized asset fund. Dwight Investment Management charges asset-based fees and can collect performance-based fees, and its advisory remit includes acting as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser to another adviser. Its advisory activity centers on active management of pooled structures and institutional accounts rather than retail wealth management.