Routeburn Capital

RIASEC RegisteredEst. 2025
Total AUM
$176M
Discretionary
$176M
100% of AUM
Avg account
$87.9M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
338912
Registered since
November 20, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Routeburn Capital is organized as a limited partnership that operates as an institutional registered investment adviser. The firm reports SEC registration effective 2025 and is owned by a combination of a domestic entity and an individual. Its client focus is institutional investors, and its advisory activity is concentrated on portfolio management for pooled investment vehicles. Routeburn’s fee model blends a percentage-of-assets charge with performance-based fees. The firm is not identified as an active ESG investor, it does not act as a capital allocator according to the available data, and it is not designated as a multi-state or pension-consulting adviser.

Assets & Accounts

Investments & Alternatives

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
  • Jackie Hua

    Jackie Hua

    Founder, CIO, & CEOCRD 8171131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth