DBA: DEXTRA PARTNERS
| Total AUM | $5.19B |
| Discretionary | $5.01B96% of AUM |
| Non-Discretionary | $182.2M |
| Client Accounts | 14 |
| Avg Account Size | $371.1M |
| Employees | 19 |
| Peak AUM | $5.19BMar 2026 |
| AUM CAGR | +28.1% /yrover 4 yrs · 9 filings |
Total AUM
$5.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.2B | +28.5% | +32.4% | — | |
| Discretionary AUM | $5.0B | ||||
| Total AUM | $5.19B |
| Discretionary | $5.01B |
| Employees | 19 |
| Client Accounts | 14 |
Address
320 PARK AVENUE
NEW YORK NY 10022
Phone
212-300-9820
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.0B
96.5% of AUM
Non-Discretionary
$182M
3.5% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
| +29.0% |
| +33.7% |
| — |
| Non-Disc. AUM | $182M | +15.8% | +9.7% | — |
| Total Accounts | 14 | +27.3% | +62.8% | — |
| Avg Account Size | $371M | +1.0% | 18.6% | — |
| Employees | 19 | +26.7% | +44.0% | +38.0% |
| AUM / Employee | $273M | +1.5% | 8.0% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $5.2B | +28.5% | +32.4% | — | |
Client Count Segments | |||||
| Pooled / Fund | 14 | +27.3% | +62.8% | — | |