DT INVESTMENT PARTNERS, LLC
CRD #157646 SEC #801-72325 CHADDS FORD, PA 4847784425
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
8
Clients
51
Accounts
2,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.8B | $85.6M | 8 | 4 |
| Apr 2025 | $1.9B | $1.8B | $85.6M | 8 | 4 |
| Mar 2025 | $1.9B | $1.8B | $85.6M | 8 | 4 |
| Jul 2024 | $1.5B | $1.4B | $165.3M | 9 | 4 |
| Mar 2024 | $1.5B | $1.4B | $165.3M | 9 | 4 |
| Oct 2023 | $1.3B | $1.2B | $72.3M | 9 | 4 |
| Mar 2023 | $1.3B | $1.2B | $72.3M | 9 | 4 |
| Jul 2022 | $1.2B | $1.1B | $29.5M | 10 | 4 |
| Mar 2022 | $1.2B | $1.1B | $29.5M | 10 | 4 |
| Mar 2022 | $1.2B | $1.1B | $29.5M | 10 | 4 |
| May 2021 | $1B | $957M | $46.9M | 7 | 4 |
| Mar 2021 | $1B | $957M | $46.9M | 7 | 4 |
| Oct 2020 | $1.4B | $1.3B | $21.6M | 11 | 7 |
| Jun 2020 | $1.4B | $1.3B | $21.6M | 11 | 7 |
| Jun 2020 | $1.4B | $1.3B | $21.6M | 11 | 7 |
| Mar 2020 | $1.4B | $1.3B | $21.6M | 11 | 7 |
| May 2019 | $1.3B | $1.2B | $27.4M | 10 | 7 |
| Feb 2019 | $1.3B | $1.2B | $27.4M | 10 | 7 |
| Apr 2018 | $988.5M | $963.1M | $25.4M | 10 | 11 |
| Feb 2018 | $988.5M | $963.1M | $25.4M | 10 | 11 |
| Feb 2017 | $829.4M | $804.4M | $25M | 7 | 1,200 |
| Feb 2016 | $678.4M | $644.3M | $34M | 5 | 900 |
| Sep 2015 | $598.5M | $586.1M | $12.5M | 5 | 900 |
| Feb 2015 | $598.5M | $586.1M | $12.5M | 5 | 900 |
| Oct 2014 | $494.3M | $482.7M | $11.5M | 7 | 700 |
| Sep 2014 | $494.3M | $482.7M | $11.5M | 7 | 700 |
| May 2014 | $494.3M | $482.7M | $11.5M | 7 | 700 |
| Mar 2014 | $494.3M | $482.7M | $11.5M | 7 | 700 |
| Aug 2013 | $367.2M | $356.8M | $10.4M | 6 | 400 |
| Mar 2013 | $367.2M | $356.8M | $10.4M | 6 | 400 |
| Feb 2013 | $367.2M | $356.8M | $10.4M | 6 | 400 |
| Jun 2012 | $347.7M | $339.2M | $8.5M | 1 | 600 |
| Jun 2012 | $347.7M | $339.2M | $8.5M | 1 | 600 |
| Apr 2012 | $347.7M | $339.2M | $8.5M | 1 | 600 |
| Feb 2012 | $347.7M | $339.2M | $8.5M | 1 | 600 |
| Jan 2012 | $296.5M | $288.4M | $8.1M | 1 | 26 |
| Aug 2011 | $296.5M | $288.4M | $8.1M | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$85.6M
Employees8
Clients4
DateApr 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$85.6M
Employees8
Clients4
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$85.6M
Employees8
Clients4
DateJul 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.3M
Employees9
Clients4
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.3M
Employees9
Clients4
DateOct 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$72.3M
Employees9
Clients4
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$72.3M
Employees9
Clients4
DateJul 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$29.5M
Employees10
Clients4
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$29.5M
Employees10
Clients4
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$29.5M
Employees10
Clients4
DateMay 2021
Total AUM$1B
Discretionary$957M
Non-Disc.$46.9M
Employees7
Clients4
DateMar 2021
Total AUM$1B
Discretionary$957M
Non-Disc.$46.9M
Employees7
Clients4
DateOct 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$21.6M
Employees11
Clients7
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$21.6M
Employees11
Clients7
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$21.6M
Employees11
Clients7
DateMar 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$21.6M
Employees11
Clients7
DateMay 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$27.4M
Employees10
Clients7
DateFeb 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$27.4M
Employees10
Clients7
DateApr 2018
Total AUM$988.5M
Discretionary$963.1M
Non-Disc.$25.4M
Employees10
Clients11
DateFeb 2018
Total AUM$988.5M
Discretionary$963.1M
Non-Disc.$25.4M
Employees10
Clients11
DateFeb 2017
Total AUM$829.4M
Discretionary$804.4M
Non-Disc.$25M
Employees7
Clients1,200
DateFeb 2016
Total AUM$678.4M
Discretionary$644.3M
Non-Disc.$34M
Employees5
Clients900
DateSep 2015
Total AUM$598.5M
Discretionary$586.1M
Non-Disc.$12.5M
Employees5
Clients900
DateFeb 2015
Total AUM$598.5M
Discretionary$586.1M
Non-Disc.$12.5M
Employees5
Clients900
DateOct 2014
Total AUM$494.3M
Discretionary$482.7M
Non-Disc.$11.5M
Employees7
Clients700
DateSep 2014
Total AUM$494.3M
Discretionary$482.7M
Non-Disc.$11.5M
Employees7
Clients700
DateMay 2014
Total AUM$494.3M
Discretionary$482.7M
Non-Disc.$11.5M
Employees7
Clients700
DateMar 2014
Total AUM$494.3M
Discretionary$482.7M
Non-Disc.$11.5M
Employees7
Clients700
DateAug 2013
Total AUM$367.2M
Discretionary$356.8M
Non-Disc.$10.4M
Employees6
Clients400
DateMar 2013
Total AUM$367.2M
Discretionary$356.8M
Non-Disc.$10.4M
Employees6
Clients400
DateFeb 2013
Total AUM$367.2M
Discretionary$356.8M
Non-Disc.$10.4M
Employees6
Clients400
DateJun 2012
Total AUM$347.7M
Discretionary$339.2M
Non-Disc.$8.5M
Employees1
Clients600
DateJun 2012
Total AUM$347.7M
Discretionary$339.2M
Non-Disc.$8.5M
Employees1
Clients600
DateApr 2012
Total AUM$347.7M
Discretionary$339.2M
Non-Disc.$8.5M
Employees1
Clients600
DateFeb 2012
Total AUM$347.7M
Discretionary$339.2M
Non-Disc.$8.5M
Employees1
Clients600
DateJan 2012
Total AUM$296.5M
Discretionary$288.4M
Non-Disc.$8.1M
Employees1
Clients26
DateAug 2011
Total AUM$296.5M
Discretionary$288.4M
Non-Disc.$8.1M
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--