DEXTRA PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$5.2B
Discretionary
$5B
96% of AUM
Avg account
$371M
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 is a privately organized manager that focuses on pooled private-market vehicles for institutional investors. The firm operates as a sponsor and general partner for its funds and also places capital with third‑party managers, concentrating its activity in private equity and private credit. Its advisory work is concentrated on portfolio management for pooled investment vehicles, and its fee model combines percentage‑of‑AUM charges with performance‑based fees typical of closed‑end fund structures. Dextra Partners is SEC‑registered and positions itself to run and oversee multi‑fund private vehicles rather than retail advisory mandates. The firm does not advertise a formal ESG program.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • LORNE SMITH

    General Counsel & Chief Compliance OfficerCRD 4020374

  • ALISA MAKHLIS

    Chief Financial OfficerCRD 5358433

Contacts

3 of 6
  • ANUP PALKAR

    Founding PartnerCRD 6395511

  • BINAYAK MISHRA

    Founding PartnerCRD 5564650

  • SCOTT IORIO

    Founding PartnerCRD 6247052

Unlock 3 more contacts

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