Overview
Assets Under Management: $686 million
High-Net-Worth Clients: 140
Average Client Assets: $2.5 million
Frequently Asked Questions
THAYER PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290734), THAYER PARTNERS LLC is subject to fiduciary duty under federal law.
THAYER PARTNERS LLC serves 140 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, THAYER PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THAYER PARTNERS LLC manages $686 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, THAYER PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.75%
Average Client Assets: $2.5 million
Total Client Accounts: 373
Discretionary Accounts: 348
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 290734
Filing ID: 2091182
Last Filing Date: 2026-04-02 10:31:00