Dextra Partners

RIASEC RegisteredEst. 2022
Total AUM
$5.3B
Discretionary
$5.1B
97% of AUM
Avg account
$375M
Accounts
14
Employees
19
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
321820
Registered since
September 15, 2022
Website
dextra.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dextra Partners LLC is organized as a private equity fund manager that serves institutional clients. The firm is registered with the SEC (registered in 2022) and presents itself primarily as an active manager and sponsor of pooled investment vehicles. Dextra operates as both a sponsor/GP and managing member for those vehicles and provides portfolio management for pooled funds. Ownership is structured between a domestic entity and an individual. Its fee arrangements include a percentage-of-AUM component, performance-based compensation, and other fee elements. The firm identifies as an active ESG investor, indicating environmental, social, and governance considerations are part of its investment approach.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Lorne Smith

    Lorne Smith

    General Counsel & Chief Compliance OfficerCRD 4020374

  • Alisa Makhlis

    Alisa Makhlis

    Chief Financial OfficerCRD 5358433

Contacts

3 of 6
  • Thomas Haubenstricker

    Thomas Haubenstricker

    Founding PartnerCRD 4779872

  • James Barker

    Founding PartnerCRD 2082211

  • Anup Palkar

    Anup Palkar

    Founding PartnerCRD 6395511

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
320 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth