ROUTE 20 PRIVATE WEALTH INC.

Overview

Route 20 Private Wealth Inc. is a boutique advisory firm organized as a corporation and registered in 2024. The firm positions itself as a portfolio manager for both individual and family clients and for institutional or pooled investment vehicles, and it also sponsors at least one private equity vehicle. Investment activity tilts toward publicly traded equities—primarily exchange-traded stocks and ETFs—while the firm supplements equity exposure with allocations to hedge funds and real estate through third-party managers. Fee arrangements include asset-based fees and performance-based compensation, consistent with its role managing both discretionary client portfolios and a private fund. Portfolio management is the core business: the firm provides discretionary management across separately managed accounts and pooled structures. Route 20 is not identified as an active ESG investor, and it reports a preference for liquid, exchange-traded instruments as the backbone of client allocations while using alternative managers and annuity/mutual fund products to meet specific client objectives or return targets.

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Public Holdings

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Location & Offices