CHADDS FORD, PACRD 157646Latest ADV March 25, 2026
Dt Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 25, 2026, reports $1.9B in regulatory assets under management, 8 employees, and 1,695 accounts.
Assets Under Management
$1.9B
Employees
8
Offices
--
Total Clients
1,316
Primary office
CHADDS FORD, PA
BRANDYWINE FIVE, 1 DICKINSON DRIVE, SUITE 103, CHADDS FORD, PA, United States
Top client segmentIndividuals represent 74.5% of total clients.
Top client categories% of clientsClients
1
Individuals
74.5%
981
2
HNWI
23.9%
315
3
Charitable
0.9%
12
4
Corporations
0.6%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 25, 2026
Discretionary95.1%
$1.8B
95% of total RAUM95.1%
Non-discretionary4.9%
$94M
5% of total RAUM4.9%
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$1.9B
Total Accounts1,695
10Y AUM Change+$1.1B (+130.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee165:1
10Y Employee Change+1 (+14.3%)
* 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.