# Dwight Investment Management LLC

> 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.

- CRD: 174984
- Filed as: DWIGHT INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sunny Isles Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174984
- AdvisorCensus page: https://advisorcensus.com/firm/dwight-investment-management-llc-sunny-isles-beach-fl-174984

## Quick answers

**How is Dwight Investment Management LLC compensated?**
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.

**Where is Dwight Investment Management LLC located?**
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).

**Is Dwight Investment Management LLC registered with the SEC or a state?**
Dwight Investment Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174984.

**How much does Dwight Investment Management LLC manage?**
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).

**How have Dwight Investment Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Dwight Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: other (7); pooled investment vehicles (other than investment companies and business development companies) (4).

**Which custodians does Dwight Investment Management LLC use?**
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.

**Does Dwight Investment Management LLC report any disciplinary disclosures?**
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

**What changed in Dwight Investment Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Changed its legal name from Dwight Securities Management LLC to Dwight Investment Management LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Computershare Trust Company, N.A.
- U.S. Bank National Association

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,555,758,653
- Discretionary: $2,689,898,015
- Non-discretionary: $1,865,860,638

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $3,126,721,233 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 7 | $1,429,037,420 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 41 total, 34 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- dwightmortgagetrust.com
- LinkedIn @dwight-securities-management-llc
- LinkedIn @dwight-securities

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $457,000,000 | 10 | May 6, 2021 |
| October 2022 | $1,510,321,296 | 15 | March 23, 2022 |
| October 2023 | $2,296,886,377 | 27 | September 15, 2023 |
| October 2024 | $2,320,174,595 | 26 | August 20, 2024 |
| October 2025 | $2,832,619,403 | 34 | May 5, 2025 |
| October 2026 | $4,555,758,653 | 41 | August 19, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Changed its legal name from Dwight Securities Management LLC to Dwight Investment Management LLC.

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dwight Investment Management LLC (CRD 174984): Form ADV filing data as of October 2026.