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HT Partners, LLC

Multifamily office listing in Centerbrook, Connecticut, United States.

  • SEC-registered
Regulatory AUM
$556 million
Employees
7
Clients
More than 500
SEC CRD
147400

Values-based wealth management and family office coordination for families, widows, and entrepreneurs.1

Overview

HT Partners LLC is an SEC-registered investment adviser with CRD 147400. The firm reports that it has been in business since 2008 and provides portfolio management, financial planning, institutional portfolio management, and other advisory services.12

History

HT Partners reports that it has been in business since 2008.2

Leadership

Peter J. Decker and Christopher J. Koehm are co-founders and managing members. Devin C. Bourque serves as chief investment officer and member. Austin Van Winkle and Jack Wheeler are wealth advisors.3

Services

HT Partners focuses on values-based wealth management for families, widows, and entrepreneurs. Its services include financial counseling, tax planning, investment planning, estate planning and trust administration, retirement planning, business planning, risk management, education planning, and family office administration.14

The firm highlights planning for multi-generational wealth transfers, wealth management for widows, and business transition and exit planning.5

HT Partners also provides multi-family office coordination with clients’ CPAs, attorneys, trustees, private bankers, property managers, and other advisers.6

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Administration and bill pay
  • Risk and insurance
  • Business owner services
  • Retirement planning

Client Focus

The firm focuses on families, widows, and entrepreneurs and provides portfolio management for individuals and small businesses, institutional portfolio management, and financial planning.12

Approach

HT Partners develops portfolios through discussions about each client’s goals, objectives, risk tolerance, time horizons, and liquidity needs, documented through an investment policy statement.2

The firm states that its investment approach emphasizes long-term planning, risk-adjusted returns, tax efficiency, and alignment with client values.6

By the numbers

Regulatory AUM by year$0K$153M$306M$459M$612M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147400. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$307 million$307 million$0
2017$310 million$310 million$0
2018$335 million$335 million$244,725
2019$337 million$337 million$288,964
2020$369 million$368 million$532,138
2021$439 million$438 million$415,584
2022$476 million$475 million$393,119
2023$446 million$445 million$1 million
2025$503 million$500 million$3 million
2026$556 million$552 million$4 million
Average AUM per client by year$0K$1M$3M$4M$5M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147400. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$4 million
2020$4 million
2021$4 million
2022$4 million
2023$4 million
2025$4 million
2026$5 million
Clients by type (2026)Individuals67High net worth individuals48Corporations6
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147400. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals67
High net worth individuals48
Corporations6
Employees by year024682016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147400. As of .
Employees reported on Form ADV
YearEmployees
20166
20175
20186
20196
20206
20216
20227
20237
20257
20267

Ranks #3 of 5 SEC-registered firms in CT on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147400. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is HT Partners?

HT Partners LLC is an SEC-registered investment adviser providing portfolio management, financial planning, institutional portfolio management, and related advisory services.12

Who does HT Partners serve?

The firm focuses on families, widows, and entrepreneurs and provides portfolio management for individuals and small businesses, as well as institutional portfolio management.12

Does HT Partners offer family office support?

Yes. HT Partners provides family office administration and coordinates with outside professionals such as CPAs, attorneys, trustees, private bankers, property managers, and other advisers.6

  • LocationMultifamily offices in Connecticut

    This page gives a starting list of multifamily offices in Connecticut for families comparing local options. It can help a reader assess which firms discuss investment management, planning, fiduciary work, administration, and support for widows, entrepreneurs, or multigenerational households before requesting an introductory conversation with HT Partners LLC.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides plain language guides on wills, trusts, beneficiaries, and related planning questions. A family or business owner can use these materials to prepare questions about HT Partners LLC's estate planning, trust and fiduciary, tax planning, and family office coordination services.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com lists family offices and investors that may help a reader understand the broader market of private wealth advisers. Reviewing its entries can support comparisons among firms serving wealthy families, entrepreneurs, and business owners who may need investment management, planning, or administrative assistance.

  • DataMFO registration status data

    MFO registration status data helps readers check how multifamily offices are identified and registered in the relevant records. That information can add context when reviewing a firm offering investment management, financial planning, tax and estate planning, fiduciary services, insurance guidance, and bill pay support.

  • Similar firmsCHILTON INVESTMENT SERVICES, LLC
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    Profiles of CHILTON INVESTMENT SERVICES, LLC, Longwall Family Office, and CastleKeep Investment Advisors LLC give readers additional firms to compare on this site. Looking across their stated services and client focus can help a family or business owner frame questions for HT Partners LLC about planning, investments, trusts, risk, retirement, and administration.

Sources

  1. SEC Investment Adviser Public Disclosure, HT Partners LLC
  2. HT Partners Form ADV Part 2A
  3. HT Partners About Us
  4. HT Partners Our Solutions
  5. HT Partners Services
  6. HT Partners FAQ

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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