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 sponsor and manager of pooled investment vehicles. The firm targets institutional capital and acts in roles typical of a general partner and managing member: sourcing, structuring and actively managing private equity investments through closed-end funds. Its advisory activity is focused on portfolio management for pooled vehicles rather than direct wealth management or retail advisory services. The firm’s fee model combines standard private equity economics — management fees calculated as a percentage of assets under management along with fixed fees and performance-based carried interest or incentive fees. New Silk Route does not present itself as an active ESG investor. It is registered with the SEC (registration year 2012) and is not described as a multi-state or newly formed adviser. New Silk Route also functions as a sponsor and an affiliate to the investment vehicles it advises, which implies ongoing operational involvement in portfolio company oversight, capital deployment decisions and exit planning.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARGARET RILEY

    Partner, CFO and COOCRD 4360193

Contacts

1 of 1
  • PARAG SAXENA

    Founding General PartnerCRD 4159180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth