Thayer Partners LLC

RIASEC RegisteredEst. 2020

Total AUM

$686M

Discretionary

$439M

64% of AUM

Avg account

$1.8M

Accounts

373

Employees

11

Advisory reps

8

Firm details

Headquarters: ,
CRD number: 290734
Registered since: April 6, 2020
Website: www.thayerpartnersllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.75%
Pension & Profit Sharing Plans36.12%
Individuals11.94%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thayer Partners LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm acts as a capital allocator and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
Exchange Traded Equities11%
US Government Bonds3%
Private Funds2%
Other2%

Owners & executives

1 of 1

David Beckwith
Managing Director, Chief Investment OfficerCRD 2285065

Contacts

3 of 7

Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
John Wilmerding
PresidentCRD 1944701
Joseph Ciliberti
Lead Wealth ManagerCRD 3274867

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 58

Active vs passive

$179M in ETFs

Passive

87%

$156M

Active

10%

$23.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$37.4M	62,595	20.89%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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