DWIGHT SECURITIES 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 Securities Management LLC is an SEC-registered investment adviser formed as an LLC and registered in 2015. The firm is owned by an individual and positions itself as a manager of pooled, securitized investment vehicles for institutional clients. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm identifies as a sponsor and general partner or managing member of pooled vehicles rather than a broad capital allocator. It does not present itself as an active ESG investor and is not registered as a multi-state adviser.