Ht Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centerbrook, CT. Its latest Form ADV filing, dated March 3, 2026, reports $556M in regulatory assets under management, 7 employees, and 415 accounts.
Assets Under Management
$556M
Employees
7
Offices
--
Total Clients
121
Primary office
CENTERBROOK, CT
6 MAIN STREET, SUITE 312, CENTERBROOK, CT, United States
Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
67
2
HNWI
39.7%
48
3
Corporations
5.0%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$556Mas of March 3, 2026
Discretionary99.3%
$552M
99% of total RAUM99.3%
Non-discretionary0.7%
$4M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$556M
Total Accounts415
10Y AUM Change+$247M (+79.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee17:1
10Y Employee Change+2 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.