New Silk Route
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Overview
New Silk Route operates as an advisory company located in New York, New York. The firm controls $536.3 million in assets under management over two client accounts, placing it among the bigger firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. New Silk Route is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, options and stocks.
New Silk Route manages all of its accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client approval. The firm's typical account size is $268.1 million. The typical advisor at New Silk Route oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
New Silk Route's main office is at 250 West 55Th Street, New York, New York 10019-9710. The firm is permitted to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
New Silk Route by the Numbers
$536.3 million
5
2
$268.1 million
Fee Structure
A financial advisor's fees usually depend on the type of financial services offered. However, fee types charged by the firm most likely consist of any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by New Silk Route.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
New Silk Route works with pooled investment vehicles. Out of its two clients, New Silk Route's biggest client group by number of accounts is pooled investment vehicles. About 100% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
New Silk Route does not have any disclosures.
Please visit its Form ADV for more details.
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