DDD Partners is an investment advisor in Bellevue with $1.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822541642
SEC advisor number
801-115160
FINRA CRD number
301548
AUM ?
$1.47 bn
(as of 18 Aug 22)
Accounts
677
(as of 18 Aug 22)
Employees
10
(8 investment advisory or research)
Address
DDD Partners
305 108TH AVE NE
SUITE 102
BELLEVUE
WA 98004
305 108TH AVE NE
SUITE 102
BELLEVUE
WA 98004
Office hours
Monday - Friday, 6:30 A.M -4:00 P.M.
Phone
2062517949
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Soaring Eagle Ventures, Inc | Managing Member | 10/2017 | 50-75% |
Dwtschetter Investments Inc | Managing Member | 10/2017 | 25-50% |
Brumbaugh Investments Inc | Managing Member | 10/2017 | 25-50% |
Brumbaugh, Dustin, Loyal | President | 10/2017 | > 75% |
Tschetter, Richard, William | President | 06/2011 | > 75% |
Tschetter, David, William | President | 10/2017 | > 75% |
Tschetter, David, William | President | 07/2019 | < 5% |
Brumbaugh, Dustin, Loyal | CEO, CIO | 07/2019 | < 5% |
Tschetter, Richard, William | Chairman | 07/2019 | < 5% |
Lee, Rick, S | COO, CCO | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G
RICHARDSON ELECTRONICS, LTD.
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22