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 is a limited liability company registered with the SEC in 2022 and organized as a private equity fund sponsor and adviser. The firm serves institutional clients and primarily provides portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles rather than operating as a third-party capital allocator. Ownership is held by domestic entities and individuals. The firm reports being an active ESG investor and charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements).

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
  • Anup Palkar

    Anup Palkar

    Founding PartnerCRD 6395511

  • Binayak Mishra

    Binayak Mishra

    Founding PartnerCRD 5564650

  • Scott Iorio

    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