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HT PARTNERS LLC
CRD 147400File 801-69512
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$556.3M
Above cohort median (national)
Discretionary AUM
$552.2M
Non-discretionary $4.1M
Clients
121
415 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 3, 2008
- Principal office
- 6 MAIN STREET, SUITE 312, CENTERBROOK, CT, 06409
- Phone
- 860-662-4197
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $556.3M
- Discretionary AUM
- $552.2M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 366
- Non-discretionary accounts
- 49
- Total accounts
- 415
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.4M |
| High net worth individuals | 48 | $473.9M |
| Pension and profit sharing plans | Fewer than 5 | $11.4M |
| Individuals (other than high net worth individuals) | 67 | $67.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.