New Silk Route

RIASEC RegisteredEst. 2012
Total AUM
$532M
Discretionary
$532M
100% of AUM
Avg account
$266M
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
161339
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Silk Route is organized as a limited partnership that operates as a private equity manager and sponsor for pooled investment vehicles. The firm is SEC-registered (since 2012) and serves institutional clients. Its primary advisory activity is portfolio management for pooled investment vehicles, and it functions in roles consistent with a general partner and managing member of private funds rather than as a broad capital allocator. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Margaret Riley

    Margaret Riley

    Partner, CFO and COOCRD 4360193

Contacts

1 of 1
  • Parag Saxena

    Parag Saxena

    Founding General PartnerCRD 4159180

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth