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 12/31/20. The fund's latest filing disclosed 296MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 12/31/20. The fund's latest filing disclosed 296MM in positions, representing 89% of the manager's regulatory AUM.
HT PARTNERS LLC StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HT PARTNERS LLC Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SCHB | 39.03% | ETF | 1.31% | 0.21% | 2 | 4% | ||
EFA | 17.19% | ETF | 1.63% | 0.16% | 0 | 10% | ||
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HT PARTNERS LLC Founders and Key Employees
Name | Title | In Position Since |
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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 |
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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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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...
Unlock Full Investment Process Description
HT PARTNERS LLC Portfolio Concentration
HT PARTNERS LLC Location
180 WESTBROOK ROAD
UNIT 4
ESSEX, Connecticut
UNITED STATES, 06426
UNIT 4
ESSEX, Connecticut
UNITED STATES, 06426
HT PARTNERS LLC Contact Information
Phone Number: 860-662-4197
Fax Number: 860-767-7102
Website: http://www.htptrs.com
Fax Number: 860-767-7102
Website: http://www.htptrs.com
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