Thayer Partners Llc
- Regulatory AUM
- $686M
- Discretionary
- $439M
- Clients
- 373
- Avg AUM / client
- $1.8M
- Accounts
- 373
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Investments (13F portfolio — 94 positions, $210,052,396)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $37,403,679 | 62,595 | 17.8% | 5.45% |
| 2 | Ishares Tr | CORE US AGGBD ET | $21,124,736 | 212,801 | 10.1% | 3.08% |
| 3 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $20,265,727 | 316,257 | 9.65% | 2.96% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $13,757,989 | 23,837 | 6.55% | 2.01% |
| 5 | Ishares Tr | 7-10 YR TRSY BD | $7,237,041 | 75,828 | 3.45% | 1.06% |
| 6 | Apple Inc | COM | $5,953,989 | 23,460 | 2.83% | 0.87% |
| 7 | Ishares Tr | 1 3 YR TREAS BD | $5,832,923 | 70,640 | 2.78% | 0.85% |
| 8 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $5,577,016 | 98,395 | 2.66% | 0.81% |
| 9 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $5,018,503 | 92,849 | 2.39% | 0.73% |
| 10 | Johnson & Johnson | COM | $4,731,250 | 19,355 | 2.25% | 0.69% |
| 11 | Pgim Etf Tr | PGIM ULTRA SH BD | $3,744,849 | 75,654 | 1.78% | 0.55% |
| 12 | Ishares Tr | CORE MSCI EAFE | $2,906,691 | 32,107 | 1.38% | 0.42% |
| 13 | Neos Etf Trust | NASDAQ 100 HDGD | $2,893,824 | 56,465 | 1.38% | 0.42% |
| 14 | Eaton Vance Tax Managed Buy | COM | $2,808,272 | 205,433 | 1.34% | 0.41% |
| 15 | Goldman Sachs Etf Tr | HEDGE IND ETF | $2,782,591 | 19,094 | 1.32% | 0.41% |
| 16 | Nvidia Corporation | COM | $2,619,377 | 15,019 | 1.25% | 0.38% |
| 17 | Vanguard Malvern Fds | CORE BD ETF | $2,589,676 | 33,467 | 1.23% | 0.38% |
| 18 | T Rowe Price Etf Inc | PRICE BLUE CHIP | $2,539,334 | 57,477 | 1.21% | 0.37% |
| 19 | Eaton Vance Floating Rate In | COM | $2,502,297 | 233,206 | 1.19% | 0.36% |
| 20 | Vanguard World Fd | HEALTH CAR ETF | $2,402,667 | 8,823 | 1.14% | 0.35% |
| 21 | Select Sector Spdr Tr | STATE STREET FIN | $2,386,436 | 48,338 | 1.14% | 0.35% |
| 22 | Vanguard Specialized Funds | DIV APP ETF | $2,243,139 | 10,430 | 1.07% | 0.33% |
| 23 | Select Sector Spdr Tr | STATE STREET ENE | $2,171,301 | 35,444 | 1.03% | 0.32% |
| 24 | Amazon Com Inc | COM | $2,117,273 | 10,166 | 1.01% | 0.31% |
| 25 | Ge Aerospace | COM NEW | $2,078,126 | 7,323 | 0.99% | 0.3% |
Top 25 of 94 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 212 | $81.9M | 11.9% |
| High net worth individuals | 140 | $355M | 51.8% |
| Pension and profit sharing plans | 18 | $248M | 36.1% |
| Corporations and other businesses | 3 | $1.3M | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Apderm Management, Llc 401(k) Profit Sharing Plan Apderm Management, Llc. | 2024 | |
| Mequilibrium 401(k) Plan New Life Solution, Inc. | 2024 | |
| Careforth 401(k) Plan Seniorlink, Inc. D/B/A Careforth | 2024 | |
| Resource Systems Group, Inc. 401(k) Plan Resource Systems Group, Inc. | 2024 | |
| Palmer And Sicard, Inc. 401(k) Retirement Plan Palmer And Sicard, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Christopher Wilmerding | President And Chief Compliance Officer | Nov 2017 (9y) | 75% or more | |
| David Stanley Beckwith | Chief Investment Officer | CFA | Apr 2022 (4y) | Less than 5% |
| Deborah Ann Deckman | Registered representative | Oct 2019 (7y) | ||
| David Miller | Registered representative | Jul 2023 (3y) | ||
| Joseph Francis Ciliberti | Registered representative | CFP | Jun 2024 (2y) | |
| Lori Morell | Registered representative | Oct 2025 (1y) | ||
| Marci Gale Silverman | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Apderm Management, Llc 401(k) Profit Sharing Plan | Apderm Management, Llc. | 763 | $39.3M | 01/01/2024 |
| Mequilibrium 401(k) Plan | New Life Solution, Inc. | 81 | $7.5M | 01/01/2024 |
| Careforth 401(k) Plan | Seniorlink, Inc. D/B/A Careforth | 742 | $44.1M | 01/01/2024 |
| Resource Systems Group, Inc. 401(k) Plan | Resource Systems Group, Inc. | 101 | $24.6M | 01/01/2024 |
| Palmer And Sicard, Inc. 401(k) Retirement Plan | Palmer And Sicard, Inc. | 112 | $10.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $418M (61% of AUM) Apr 2026
- Ascensus Broker Dealer Services, Llc $92.1M (36% of AUM) Dec 2021
- Commonwealth Equity Services, Llc $64.6M (28% of AUM) Oct 2020
- Transamerica Capital, Inc. $50.1M (20% of AUM) Dec 2021
- Fidelity Brokerage Services $11.4M (3% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗