KDT Advisors, LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 289816
- Registered since
- October 6, 2017
- Website
- kdtadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses68.28%
- HNWI31.31%
- Individuals0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
KDT Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional and business investors, providing financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions. Its fee menu includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. KDT does not identify as an active ESG investor, is not structured as a capital allocator, and reports affiliation as an investment adviser rather than a related-adviser structure.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds19%
- US Government Bonds15%
- Cash & Cash Equivalents6%
- Sovereign Bonds3%
Contacts
3 of 3
Roger Dowdeswell
FounderCRD 6854777
Timothy Dowdeswell
Co-Founder and Executive DirectorCRD 6855079
Colin Dowdeswell
Investment Advisor RepresentativeCRD 728742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$27.9M in ETFs
76%
$21.2M
0%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $10.2M | 14,831 | 36.54% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 103 Carnegie Ctr
- Time zone
- ET (UTC-5)
- Office locations
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