← Directory
DT INVESTMENT PARTNERS, LLC
CRD 157646File 801-72325
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Non-discretionary $94.2M
Clients
1,316
1,695 accounts
Employees
8
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 9, 2011
- Principal office
- BRANDYWINE FIVE, 1 DICKINSON DRIVE, SUITE 103, CHADDS FORD, PA, 19317-9665
- Phone
- 484-778-4425
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.82B
- Non-discretionary AUM
- $94.2M
- Discretionary accounts
- 1,620
- Non-discretionary accounts
- 75
- Total accounts
- 1,695
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $10.2M |
| Charitable organizations | 12 | $40.5M |
| High net worth individuals | 315 | $1.40B |
| Pension and profit sharing plans | Fewer than 5 | $149.8M |
| State or municipal government entities | Fewer than 5 | $16.5M |
| Individuals (other than high net worth individuals) | 981 | $298.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,490 | 1,316 | decreased by174 |
| Apr 1, 2026 | AUM | $1,887,962,985 | $1,912,849,524 | increased by$24,886,539 |
| Apr 1, 2026 | Accounts | 2,090 | 1,695 | decreased by395 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 8 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,400 | 1,490 | increased by90 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,178,298,120 | $1,887,962,985 | increased by$709,664,865 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,501 | 2,090 | increased by589 |
| Apr 1, 2022 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2022 | Clients | 939 | 1,400 | increased by461 |
| Apr 1, 2022 | AUM | $1,003,838,924 | $1,178,298,120 | increased by$174,459,196 |
| Apr 1, 2022 | Accounts | 1,334 | 1,501 | increased by167 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.