← Directory
DWIGHT INVESTMENT MANAGEMENT LLC
CRD 174984File 801-81111
APPROVED
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.56B
Top 25% of cohort (national)
Discretionary AUM
$2.69B
Non-discretionary $1.87B
Clients
4
8 accounts
Employees
41
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 11, 2015
- Principal office
- 16690 COLLINS AVENUE, #804, SUNNY ISLES BEACH, FL, 33160
- Phone
- 212-960-3750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.56B
- Discretionary AUM
- $2.69B
- Non-discretionary AUM
- $1.87B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 7
- Total accounts
- 8
- AUM per client
- $1.14B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $3.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 4 | decreased by7 |
| Apr 1, 2026 | Employees | 34 | 41 | increased by7 |
| Apr 1, 2026 | Clients | 7 | 11 | increased by4 |
| Apr 1, 2026 | AUM | $2,832,619,403 | $4,555,758,653 | increased by$1,723,139,250 |
| Apr 1, 2026 | Accounts | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 34 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 7 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,510,321,296 | $2,832,619,403 | increased by$1,322,298,107 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 7 | increased by5 |
| Apr 1, 2022 | Employees | 10 | 15 | increased by5 |
| Apr 1, 2022 | Clients | 3 | 2 | decreased by1 |
| Apr 1, 2022 | AUM | $457,000,000 | $1,510,321,296 | increased by$1,053,321,296 |
| Apr 1, 2022 | Accounts | 3 | 2 | decreased by1 |
| 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 “DWIGHT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DWIGHT 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.