Bt Investment Managers Inc (Summit)

Bt Investment Managers Inc is a large advisory firm based in Summit. It manages $76 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and New Jersey.

Bt Investment Managers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bt Investment Managers: assets under management

The assets under management (AUM) of Bt Investment Managers Inc is $76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bt Investment Managers Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bt Investment Managers Inc

Joshua Abraham Weinreich has been acting as President since 1 May 1999. John Kim joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bankers Trust Corporation	Shareholder	1 Nov 1972	75% - 100%	13-2944988
Edward Reznick	Vice president	1 Oct 1990	Other	4370921
Stephen Wetter	Vice president	1 Mar 1999	Other	4370928
Joshua Abraham Weinreich	President	1 May 1999	Other	1497099
Eric F Pai	Vice president	1 May 1999	Other	1770173
Natalie Zornitsky	Treasurer & director	1 Jun 1999	Other	4342297
James Andrew Capezzuto	Secretary and director	1 Jul 1999	Other	1845909
Peter Kuntz	Vice president	1 Aug 1999	Other	4370940
Dean Sherman Barr	Vice president	1 Mar 2000	Other	1189412
John Kim	Vice president	1 Mar 2002	Other	4519341
Gwyn Morgan Thomas	Vice president	1 Mar 2002	Other	4451599
Mary Anne Mullin	Vice president & compliance officer	1 Mar 2002	Other	2162284
Raymond Carl Nolte	Managing director	1 Mar 2002	Other	1497313
Mustafa Jama	Director	1 Mar 2002	Other	2670459
Lori Callahan	Chief administrative officer	1 Mar 2002	Other	4519647

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Deutsche Bank Ag	Shareholder	1 Jun 1999	75% - 100%	13-2944988
Taunus Corporation	Beneficial owner	1 Jun 1999	75% - 100%	13-4060471

Based in Summit

The principal office where Bt Investment Managers Inc performs its advisory services is located at 25 Deforest Avenue, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-608-3000 or by fax 098-608-3205. The normal business hours are 9:00am - 5:00pm on Monday - Friday.