Investment adviser · CRD 301548
TSCHETTER GROUP
Investment adviser filing (IA)
DDD PARTNERS, LLC
BELLEVUE, WA, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $2.39B Form ADV · Item 5.F
- Client accounts
- 1,558 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 171 | $1,736,818,682 | 72.7% |
| Government entities | Fewer than 5 | $318,600,145 | 13.3% |
| Individuals | 332 | $157,534,456 | 6.6% |
| Corporations & businesses | 13 | $88,313,704 | 3.7% |
| Pooled investment vehicles | 1 | $81,530,000 | 3.4% |
| Charities | Fewer than 5 | $7,600,975 | 0.3% |
Filing source
Form ADV 2118972 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TG PRIVATE MARKET OPPORTUNITIES FUND LPOther Private Fund · Last reported Jul 10, 2026$81.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
TD BANK, N.A.
LEI 549300NTRZIIC80JKC12
Fund details & source
- Fund ID
- 805-5504481381
- Reported beneficial owners
- 55
- Minimum commitment
- $250K
- Form D file number
- 021-53030
Form ADV 2118972 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2155 112TH AVE NEBELLEVUE, WA, 98004, United States
CRD 301548
Filing source
Form ADV 2118972 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.