Dextra Partners
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Learn more about Dextra Partners
Overview
Dextra Partners is an advisory company headquartered in New York, New York. The firm handles $2.1 billion in assets over three customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has a small group, including 6 financial advisors. Dextra Partners does not act as a registered broker-dealer, signifying that the company 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 firm to do so. Securities are defined as exchangable fiscal assets such as options, bonds and equities.
Dextra Partners oversees two of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without requiring the customer's authorization. The firm also administers one non-discretionary accounts totaling $136.1 million in assets under management. The investment advisory firm manages about $712.6 million in assets for every client account. The average advisor at Dextra Partners administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's main office is at 135 W. 50Th St., New York, New York 10020.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dextra Partners by the Numbers
$2.1 billion
6
3
$712.6 million
Fee Structure
Financial advisory fees vary depending on the financial services provided. Fees billed by the company may include any combination of the following fee structures: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its three accounts, Dextra Partners's biggest client type by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- 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
Dextra Partners does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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