Data / Investment advisers / Florida / Dwight Investment Management LLC
Dwight Investment Management LLC, Sunny Isles Beach, FL: $4.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dwight Investment Management LLC is an SEC registered investment adviser with its main office in Sunny Isles Beach, Florida and reports $4.6 billion in regulatory assets under management in its Form ADV filed August 19, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 174984
- SEC file number
- 801-81111
- SEC status
- Approved, effective March 11, 2015
- Main office
- 16690 Collins Avenue #804, Sunny Isles Beach, FL 33160
- Phone
- (212) 960-3750
- Website
- dwightmortgagetrust.com
- Regulatory AUM
- $4,555,758,653 in the Form ADV filed August 19, 2026
- Discretionary AUM
- $2,689,898,015
- Non discretionary AUM
- $1,865,860,638
- Accounts
- 8
- Employees
- 41, of which 34 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 securitized asset fund
- Gross assets of private funds
- $924,766,667
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $3.13 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.56 billion | March 31, 2026 |
| December 1, 2025 | $2.83 billion | May 5, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GWN Securities Inc. | Palm Beach Gardens | $4.75 billion | Not listed | adviserinfo.sec.gov |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 6 | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 1 | adviserinfo.sec.gov |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach | $4.62 billion | Not listed | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | $4.61 billion | 1 | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
| Valley Forge Capital Management | Miami | $4.45 billion | 3 | adviserinfo.sec.gov |
| Redwheel | Miami | $4.38 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Dwight Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.