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 12/31/18. The fund's latest filing disclosed 208MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 12/31/18. The fund's latest filing disclosed 208MM in positions, representing 63% of the manager's regulatory AUM.
HT PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
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 | 40.39% | ETF | 12.49% | 0.13% | 0 | 3% | ||
| VEA | 19.38% | ETF | 9.81% | -0.05% | 0 | 13% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here