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DT INVESTMENT PARTNERS, LLC
CRD 157646File 801-72325
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.