Ddd Partners, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.3B
- Clients
- 517
- Avg AUM / client
- $4.6M
- Accounts
- 1,558
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 332 | $158M | 6.59% |
| High net worth individuals | 171 | $1.7B | 72.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $81.5M | 3.41% |
| Charitable organizations | Fewer than 5 | $7.6M | 0.32% |
| State or municipal government entities | Fewer than 5 | $319M | 13.3% |
| Corporations and other businesses | 13 | $88.3M | 3.69% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tg Private Market Opportunities Fund Lp | Other Private Fund | Delaware | $0 | 0 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard William Tschetter | Shareholder | Jun 2011 (15y) | ≈ 37.5% – 75% via Soaring Eagle Ventures, Inc | |
| David William Tschetter | Shareholder | Oct 2017 (9y) | ≈ 18.75% – 50% via Dwtschetter Investments Inc | |
| Dustin Loyal Brumbaugh | Shareholder | CFA | Oct 2017 (9y) | ≈ 18.75% – 50% via Brumbaugh Investments Inc |
| Lee, Rick, S | Coo, Cco | Jan 2021 (6y) | Less than 5% | |
| Kelli Nicole Porter | Registered representative | CFP | Oct 2019 (7y) | |
| Daniel S Costello | Registered representative | Mar 2022 (4y) | ||
| Peter S Jacobs | Registered representative | CFP CFA | Aug 2022 (4y) | |
| Travis Dean Bomgardner | Registered representative | Sep 2022 (4y) | ||
| Alden John Gwinn | Registered representative | Oct 2023 (3y) | ||
| Henry Bryan Roberts | Registered representative | Aug 2024 (2y) | ||
| Amy Diane Burry | Registered representative | May 2025 (1y) | ||
| Brent Peter Williams | Registered representative | CFA | Jun 2025 (1y) | |
| John Robinson Bosworth | Registered representative | Jul 2025 (1y) | ||
| Andrew Garrett Weiss | Registered representative | Aug 2025 (1y) | ||
| Amanda Lynn Mc Carty | Registered representative | CFP | Sep 2025 (1y) | |
| Eli Louis Gripp | Registered representative | Dec 2025 (1y) | ||
| Keaton Dean | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Soaring Eagle Ventures, Inc | Managing Member | Oct 2017 | A | 50% – 75% |
| Dwtschetter Investments Inc | Managing Member | Oct 2017 | A | 25% – 50% |
| Brumbaugh Investments Inc | Managing Member | Oct 2017 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Richard William Tschetter: 75% – 100% of Soaring Eagle Ventures, Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- David William Tschetter: 75% – 100% of Dwtschetter Investments Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Dustin Loyal Brumbaugh: 75% – 100% of Brumbaugh Investments Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tg Private Market Opportunities Fund Lp | Other Private Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.23 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (100% of AUM) Jul 2026
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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗