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- Custodian
- Charles Schwab & Company · Citibank · Deutsche Bank · JP Morgan
- Clients
- Retail
- Platforms
- Bridge crestWave +more
- Established Date
- 08-12-2013
- Office Locations
- 2
Office Locations
About DT Investments I LLC
DT Investment Partners is a privately owned, SEC-registered RIA providing institutional-quality investment management, financial planning, and independent investment consulting for retail and high-net-worth clients, as well as small foundations and endowments. Portfolios span equities (including ETFs) and fixed income. Clients can access accounts via Charles Schwab custody and an eMoney client portal, with ongoing investment commentaries available.
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Owner & Executives
DURRAJ TASE
Chief Investment Officer, Managing Member - Cco
- CRD
- #4383850
- Ownership
- 75% or more
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JUDITH ANN WEBSTER
Director
- CRD
- #708802
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,750,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $317,981,575 | 14.2% |
| Equity - Exchange | $398,596,623 | 17.8% |
| U.S. Government/Agency | $412,032,464 | 18.4% |
| Cash | $150,033,560 | 6.7% |
| Corporate - Investment Grade | $365,007,019 | 16.3% |
| Municipal Bonds | $214,973,459 | 9.6% |
| Other | $380,682,168 | 17.0% |
| Total | $2,239,306,868 | 100.0% |