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DDD PARTNERS, LLC, CRD 301548
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DUSTIN LOYAL BRUMBAUGH | Chartered Financial Analyst | BELLEVUE, WA | 7 | 14 | 2 | no |
| RICHARD WILLIAM TSCHETTER | n/a | BELLEVUE, WA | 7 | 45 | 3 | no |
| DAVID WILLIAM TSCHETTER | n/a | BELLEVUE, WA | 7 | 14 | 2 | no |
| Kelli Nicole Porter | Certified Financial Planner | BELLEVUE, WA | 6 | 12 | 1 | no |
| DANIEL S COSTELLO | n/a | BELLEVUE, WA | 4 | 14 | 1 | no |
| Peter S Jacobs | Certified Financial Planner|Chartered Financial Analyst | BELLEVUE, WA | 4 | 15 | 2 | no |
| TRAVIS DEAN BOMGARDNER | n/a | BELLEVUE, WA | 3 | 21 | 1 | no |
| ALDEN JOHN GWINN | n/a | BELLEVUE, WA | 2 | 15 | n/a | no |
| Henry Bryan Roberts | n/a | BELLEVUE, WA | 2 | 11 | 1 | no |
| AMY DIANE BURRY | n/a | BELLEVUE, WA | 1 | 15 | n/a | no |
| BRENT PETER WILLIAMS | Chartered Financial Analyst | BELLEVUE, WA | 1 | 13 | 1 | no |
| John Robinson Bosworth | n/a | BELLEVUE, WA | 1 | 12 | n/a | no |
| Andrew Garrett Weiss | n/a | BELLEVUE, WA | 1 | 11 | n/a | no |
| Amanda Lynn McCarty | Certified Financial Planner | BELLEVUE, WA | 1 | 11 | n/a | no |
| ELI LOUIS GRIPP | n/a | BELLEVUE, WA | 0 | 11 | n/a | no |
| KEATON DEAN | n/a | BELLEVUE, WA | 0 | 14 | 2 | no |
| Rachel Ann Tolbert | n/a | BELLEVUE, WA | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TG PRIVATE MARKET OPPORTUNITIES FUND LP | Other Private Fund | $81.5M | Jul 10, 2026 | 0 | Dec 5, 2024 | reported | 021-53030 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRUMBAUGH, DUSTIN, LOYAL | CEO, CIO | Na | yes | 07/2019 | Jul 10, 2026 | Jul 10, 2026 |
| LEE, RICK, S | COO, CCO | Na | yes | 01/2021 | Jul 10, 2026 | Jul 10, 2026 |
| BRUMBAUGH INVESTMENTS INC | MANAGING MEMBER | C | yes | 10/2017 | Mar 29, 2019 | Dec 5, 2024 |
| BRUMBAUGH, DUSTIN, LOYAL | Shareholder | E | yes | 10/2017 | Mar 29, 2019 | Dec 5, 2024 |
| DWTSCHETTER INVESTMENTS INC | MANAGING MEMBER | C | yes | 10/2017 | Mar 29, 2019 | Dec 5, 2024 |
| SOARING EAGLE VENTURES, INC | MANAGING MEMBER | D | yes | 10/2017 | Mar 29, 2019 | Dec 5, 2024 |
| TSCHETTER, DAVID, WILLIAM | President | Na | yes | 07/2019 | Mar 29, 2019 | Dec 5, 2024 |
| TSCHETTER, DAVID, WILLIAM | Shareholder | E | yes | 10/2017 | Mar 29, 2019 | Dec 5, 2024 |
| TSCHETTER, RICHARD, WILLIAM | Chairman | Na | yes | 07/2019 | Mar 29, 2019 | Dec 5, 2024 |
| TSCHETTER, RICHARD, WILLIAM | Shareholder | E | yes | 06/2011 | Mar 29, 2019 | Dec 5, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TG PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.4B | $2.3B | 24 | 15 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $2.1B | $1.6B | 21 | 15 | 0 | 1 | n/a |
| 2023 | Mar 21, 2024 | $1.8B | $1.2B | 15 | 11 | 0 | n/a | n/a |
| 2022 | Jan 31, 2023 | $1.3B | $965M | 12 | 10 | 0 | n/a | n/a |
| 2021 | Mar 18, 2022 | $1.5B | $927M | 10 | 8 | 0 | n/a | n/a |
| 2020 | Mar 16, 2021 | $1.1B | $685M | 8 | 7 | 0 | n/a | n/a |
| 2019 | Mar 19, 2020 | $848M | $504M | 6 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $2.1B | 11.8% | $1.3B | 21.4% | 24 | 21 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| TSCHETTER WEALTH ADVISORS | 3 | May 6, 2019 | May 1, 2019 | BELLEVUE, WA | Firm absorbed | RIA to RIA | 100.0% |