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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HT PARTNERS LLC

CRD 147400

CENTERBROOK, CT

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Search this name across graphsid dfx:ria:da724cf7-d51f-0e34-7f23-d971b24d9530

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Feb 28, 2012 to Mar 3, 2026
43 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

HT Partners LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $556MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $552M
Private client RAUM: $541MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 415
Individual clients: 67
High net worth clients: 48
Custody, client assets: $10.4M
SEC number: 801-69512
CRD: 147400
Filings on the tape: 43
First filed: Feb 28, 2012
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, DE
Website: htpartnersfamilywealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER JOSEPH DECKER	n/a	CENTERBROOK, CT	18	31	n/a	no
CHRISTOPHER J. KOEHM	n/a	CENTERBROOK, CT	18	38	n/a	no
DEVIN CONRAD BOURQUE	Certified Financial Planner	CENTERBROOK, CT	13	13	1	no
Austin Michael Van Winkle	n/a	CENTERBROOK, CT	8	24	n/a	no
JACK W. WHEELER	n/a	CENTERBROOK, CT	4	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DECKER, PETER, JOSEPH	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	02/2008	Feb 28, 2012	Dec 3, 2024
KOEHM, CHRISTOPHER, J.	MANAGING MEMBER	D	yes	02/2008	Feb 28, 2012	Dec 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTOPHER J. KOEHM	n/a	n/a	n/a	Y	yes	n/a
ESSEX INSURANCE GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
HT FIDUCIARY MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$556M	$552M	7	5	0	n/a	n/a
2024	Mar 25, 2025	$503M	$500M	7	5	0	n/a	n/a
2023	Feb 8, 2024	$486M	$483M	7	5	0	n/a	n/a
2022	Mar 9, 2023	$446M	$445M	7	5	0	n/a	n/a
2021	Mar 9, 2022	$476M	$475M	7	4	0	n/a	n/a
2020	Feb 22, 2021	$439M	$438M	6	4	0	n/a	n/a
2019	Feb 6, 2020	$369M	$368M	6	4	0	n/a	n/a
2018	Feb 28, 2019	$337M	$337M	6	4	0	n/a	n/a
2017	Mar 1, 2018	$335M	$335M	6	3	0	n/a	n/a
2016	Jan 27, 2017	$310M	$310M	5	3	n/a	n/a	n/a
2015	Feb 4, 2016	$307M	$307M	6	3	n/a	n/a	n/a
2014	Feb 20, 2015	$331M	$331M	6	3	n/a	n/a	n/a
2013	Feb 13, 2014	$346M	$346M	6	3	n/a	n/a	n/a
2012	Mar 1, 2013	$308M	$308M	5	2	n/a	n/a	n/a
2011	Feb 28, 2012	$283M	$283M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$556M	$503M	10.5%	$446M	7.6%	7	7	0	0

Relationships

Registered with (5)

← JACK W. WHEELERAdvisorregistration: current employment
Mar 5, 2022 to presentfactForm ADV
← Austin Michael Van WinkleAdvisorregistration: current employment
Aug 31, 2018 to presentfactForm ADV
← DEVIN CONRAD BOURQUEAdvisorregistration: current employment
Aug 12, 2013 to presentfactForm ADV
← PETER JOSEPH DECKERAdvisorregistration: current employment
Sep 3, 2008 to presentfactForm ADV
← CHRISTOPHER J. KOEHMAdvisorregistration: current employment
Sep 3, 2008 to presentfactForm ADV

Controls (2)

← DECKER, PETER, JOSEPHOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 28, 2012 to Dec 3, 2024factForm ADV
← KOEHM, CHRISTOPHER, J.OwnerMANAGING MEMBER, ownership code D, individual
Feb 28, 2012 to Dec 3, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da724cf7-d51f-0e34-7f23-d971b24d9530
First observed: Feb 28, 2012
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HT PARTNERS LLC

CRD 147400

CENTERBROOK, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da724cf7-d51f-0e34-7f23-d971b24d9530

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER JOSEPH DECKER

n/a

CENTERBROOK, CT

n/a

CHRISTOPHER J. KOEHM

n/a

CENTERBROOK, CT

n/a

DEVIN CONRAD BOURQUE

Certified Financial Planner

CENTERBROOK, CT

Austin Michael Van Winkle

n/a

CENTERBROOK, CT

n/a

JACK W. WHEELER

n/a

CENTERBROOK, CT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DECKER, PETER, JOSEPH

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

02/2008

Feb 28, 2012

Dec 3, 2024

KOEHM, CHRISTOPHER, J.

MANAGING MEMBER

yes

02/2008

Feb 28, 2012

Dec 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER J. KOEHM

n/a

yes

n/a

ESSEX INSURANCE GROUP, INC.

n/a

yes

n/a

HT FIDUCIARY MANAGEMENT LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$556M

$552M

n/a

2024

Mar 25, 2025

$503M

$500M

n/a

2023

Feb 8, 2024

$486M

$483M

n/a

2022

Mar 9, 2023

$446M

$445M

n/a

2021

Mar 9, 2022

$476M

$475M

n/a

2020

Feb 22, 2021

$439M

$438M

n/a

2019

Feb 6, 2020

$369M

$368M

n/a

2018

Feb 28, 2019

$337M

n/a

2017

Mar 1, 2018

$335M

n/a

2016

Jan 27, 2017

$310M

n/a

2015

Feb 4, 2016

$307M

n/a

2014

Feb 20, 2015

$331M

n/a

2013

Feb 13, 2014

$346M

n/a

2012

Mar 1, 2013

$308M

n/a

2011

Feb 28, 2012

$283M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$556M

$503M

10.5%

$446M

7.6%