Dwight Asset Management Company LLC (Burlington)

Dwight Asset Management Company LLC is a large advisory firm based in Burlington. It manages $37.09 billion of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Maryland, Massachusetts, and 5 other states.

Dwight Asset Management Company provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dwight Asset Management Company: assets under management

The assets under management (AUM) of Dwight Asset Management Company LLC is $37.09 billion. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.43 billion in discretionary accounts and $21.66 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.17 billion.

Dwight Asset Management Company has custody of $31.34 billion in cash and securities for 42 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dwight Asset Management Company LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dwight Asset Management Company LLC

Linda Tilton Gibson has been acting as President since 1 Jul 2008. William Frank Koster has served as the Chief Investment Officer since 1 Jun 2009. Goldman Sachs Global Holdings L.L.C. joined the executive team most recently as the Limited Partner Of Gsam L.P..

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Burlington

The principal office where Dwight Asset Management Company LLC performs its advisory services is located at 100 Bank Street, Burlington, VT 05401, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-383-4000 or by fax 646-769-5786. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dwight.com.

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