HT PARTNERS LLC Overview

Ht Partners Llc is an investment advisor that manages 331.4 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 174MM in positions, representing 53% of the manager's regulatory AUM.

HT PARTNERS LLC StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HT PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHB 44.35% ETF 4.28% 0.21% 2 3%
VEA 24.27% ETF -1.15% -1.22% 0 8%
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FEATURED IN
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HT PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Peter J. Decker Managing Member, Managing Director, Chief Compliance Officer February-2008
Christopher J. Koehm Managing Member/Managing Director February-2008

HT PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company

HT PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Our firm employs the following types of analysis to formulate client recommendations. Asset Allocation: Rather than focusing primarily on securities selection, we attempt to
identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance.

A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of securities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client’s goals.

Technical Analysis: Technical analysis seeks to identify price patterns and trends in financial markets and attempt to exploit those patterns. We follow and examine such indicators as price, volume, moving averages of the price and market sentiment.

Cyclica...
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HT PARTNERS LLC Portfolio Concentration

HT PARTNERS LLC Location

180 WESTBROOK ROAD
UNIT 4
ESSEX, Connecticut
UNITED STATES, 06426

HT PARTNERS LLC Contact Information

Phone Number: 860-662-4197
Fax Number: 860-767-7102
Website:

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