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HT PARTNERS LLC
CRD 147400 · SEC 801-69512
6 MAIN STREET, SUITE 312, CENTERBROOK, CT, 06409, United States
Phone
860-662-4197
Fax
860-767-7102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$556.3M
Discretionary AUM
$552.2M
Team
7 total employees; 5 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)MULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $67.6M |
| High net worth individuals | 48 | $473.9M |
| Corporations/business entities | 6 | $3.4M |
States served
DE, MA, NY, TN, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD