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| Keyboard |
| Route 20 Private Wealth Inc
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|---|---|
| CRD # | 332581 |
| SEC # | 801-130981 |
| CIK # | |
| AUM | 83.5 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 954-712-7490 |
| Address | 500 East Broward Boulevard Suite 900 Fort Lauderdale, FL 33394 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Essex Street Equity Opportunities Limited Partnership | [2024-11-15] | 5.3 M | |
| Offered $1,250,000 · Filed 2019-11-22 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $1,250,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 49.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 54.6 |
| By Discretionary | ||
| Discretionary | 157 | 54.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 54.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.6 | |
| Total | 157 | 54.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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