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Dt Investment Partners, LLC

● SEC registered since 2011CRD 157646SEC# 801-72325Chadds Ford, PA
Export (members)
Reg. AUM
$1.91B
Employees
8
Accounts
1,695
Location
Chadds Ford, PA

Dt Investment Partners, LLC assets under management

Dt Investment Partners, LLC operates as an SEC-registered investment adviser based in Chadds Ford, PA. The firm has been registered since 2011. It reports $1.9 billion in regulatory assets under management and employs 8 people.

Dt Investment Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Leroy Blair ControlMember - Vp10-25%2011
Jonathan Darrell Smith ControlCeo,cfo -MemberOver 75%2011
Stacey Ann Scheb ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Dt Investment Partners, LLC manage?

Dt Investment Partners, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Dt Investment Partners, LLC have?

Dt Investment Partners, LLC reports 8 employees.

Where is Dt Investment Partners, LLC located?

Dt Investment Partners, LLC is based in Chadds Ford, PA and has been SEC-registered since 2011.

Does Dt Investment Partners, LLC disclose fund performance?

Dt Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBrandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665
Phone484-778-4425
Fax484-775-2024
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1537621
Discloses disciplinary historyNo

Regulatory AUM

$1.91B▲ 1%
Mar '25 — $1.89BApr '25 — $1.89BMay '25 — $1.89BJun '25 — $1.89BJul '25 — $1.89BAug '25 — $1.89BSep '25 — $1.89BOct '25 — $1.89BNov '25 — $1.89BDec '25 — $1.89BJan '26 — $1.89BFeb '26 — $1.89BMar '26 — $1.91BApr '26 — $1.91BMay '26 — $1.91BJun '26 — $1.91B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$1.91Bregulatory AUM
Discretionary $1.82BNon-discretionary $94.2M