DT Investments I LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DT Investments I LLC provides ongoing portfolio management and investment supervisory services to a small, concentrated client roster, including individuals, high-net-worth clients, corporations, charitable organizations and trusts. The firm documents client objectives and risk tolerances in an Investment Policy Statement and offers both discretionary and non‑discretionary management, with periodic account reviews and custodian statements provided to clients.
The adviser employs a mix of analytical methods — charting, fundamental, technical and cyclical analysis — and implements a range of strategies, including long‑ and short‑term trading, options, margin, short sales, structured products, OTC currency instruments and exposure to cryptocurrencies when appropriate. Regular monitoring and quarterly reviews are used to align portfolios with each client’s stated goals and to manage the risks associated with leveraged or derivative positions.
Compared with many independent advisers, the firm accepts performance‑based fee arrangements for qualified clients (using high‑water‑mark and hurdle provisions) and explicitly lists corporations, family foundations and charitable organizations among its client types, indicating it serves institutional-style accounts as well as individuals. The brochure also discloses use of instruments and trading strategies (e.g., OTC currency and structured products) that can accommodate non‑U.S. exposures, a combination of features that is less common among firms of this size.
Client services
Expertise
Fee options
Fixed fees up to $250,000 for consulting or advisory services, negotiable
0.25% - 1.00% (negotiable)
20% of net profits above a high-water mark and hurdle rate up to 4%, applicable to qualified clients, paid annually in arrears
Fee-only: 0.25% - 1.00% annually, negotiable, invoiced quarterly in arrears, not deducted from accounts; also fixed fees up to $250,000 (negotiable) for consulting/advisory services
Main office
See officeLakewood Ranch FL
Advisors at this office
1
Offices (2)
Most active in
California · Florida
Also doing business as
Dt Investments I LLC · Dt Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Durraj T
Series 66, Series 65
Lakewood Ranch, FL
DT Investments I LLC
Durraj Tase is the CEO of DT Investments I LLC and holds the Series 65 and Series 66 designations with 14 years of industry experience. He has been with DT Investments I LLC since 2013 and advises an individual client on market strategies, equities, and fixed income portfolios without discretion. DT Investments I LLC provides ongoing portfolio management and investment supervisory services to a small, concentrated client base, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm employs a variety of analytical methods and complex trading strategies, including options and OTC currency instruments, and offers both discretionary and non-discretionary management tailored to client objectives.
Judith W
Series 63, Series 65
San Francisco, CA
DT Investments I LLC
Judith Webster is a financial advisor at DT Investments I LLC with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Deutsche Bank National Trust Company and Deutsche Bank Securities Inc. Webster also acts as a solicitor for Cypress Wealth Advisors under a referral agreement. DT Investments I LLC provides portfolio management and investment supervisory services to a small, concentrated client roster including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a mix of analytical methods and a range of strategies, offering both discretionary and non-discretionary management with regular reviews to align portfolios with client objectives.
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