{
  "crd_number": 174984,
  "slug": "dwight-investment-management-llc-sunny-isles-beach-fl-174984",
  "primary_business_name": "DWIGHT INVESTMENT MANAGEMENT LLC",
  "legal_name": "DWIGHT INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Sunny Isles Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 4555758653.0,
  "raum_discretionary": 2689898015.0,
  "raum_non_discretionary": 1865860638.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 41,
  "advisory_employees": 34,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1429037420.0,
      "count": 7,
      "description": "SEPARATELY MANAGED ACCOUNTS"
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 3126721233.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://dwightmortgagetrust.com",
    "https://linkedin.com/company/dwight-securities-management-llc/about",
    "https://linkedin.com/showcase/dwight-securities/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174984",
  "city_as_filed": "SUNNY ISLES BEACH",
  "url": "https://advisorcensus.com/firm/dwight-investment-management-llc-sunny-isles-beach-fl-174984",
  "display_name": "Dwight Investment Management LLC",
  "summary": "Dwight Investment Management LLC is an SEC-registered investment advisory firm in Sunny Isles Beach, FL, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Dwight Investment Management LLC (CRD 174984): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Dwight Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dwight Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dwight Investment Management LLC located?",
      "a": "Dwight Investment Management LLC's principal office is in Sunny Isles Beach, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dwight Investment Management LLC registered with the SEC or a state?",
      "a": "Dwight Investment Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174984."
    },
    {
      "q": "How much does Dwight Investment Management LLC manage?",
      "a": "Dwight Investment Management LLC reports $4,555,758,653 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (59% discretionary)."
    },
    {
      "q": "How have Dwight Investment Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dwight Investment Management LLC: Regulatory assets under management: $457,000,000 in the October 2021 data and $4,555,758,653 in the October 2026 data, up 897%. Total employees: 10 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dwight Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (7); pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Dwight Investment Management LLC use?",
      "a": "Dwight Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Computershare Trust Company, N.A. and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dwight Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174984"
    },
    {
      "q": "What changed in Dwight Investment Management LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its legal name from Dwight Securities Management LLC to Dwight Investment Management LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 457000000.0,
      "total_employees": 10,
      "filing_date": "2021-05-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1510321296.0,
      "total_employees": 15,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2296886377.0,
      "total_employees": 27,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2320174595.0,
      "total_employees": 26,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2832619403.0,
      "total_employees": 34,
      "filing_date": "2025-05-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4555758653.0,
      "total_employees": 41,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its legal name from Dwight Securities Management LLC to Dwight Investment Management LLC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 24 to 34.",
        "Regulatory assets under management went from $2,832,619,403 to $4,555,758,653 (+61%).",
        "Changed its office addresses in New York, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Computershare Trust Company, N.A.",
      "name_as_filed": "COMPUTERSHARE TRUST COMPANY, N.A.",
      "affiliated": false
    },
    {
      "name": "U.S. Bank National Association",
      "name_as_filed": "U.S. BANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dwight-investment-management-llc-sunny-isles-beach-fl-174984.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 3126721233.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1429037420.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174984",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}