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⚲
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| Route 20 Private Wealth Inc
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|
|---|---|
| CRD # | 332581 |
| SEC # | 801-130981 |
| CIK # | |
| AUM | $54.6 M (2025-03-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 954-712-7490 |
| Address | 401 East Las Olas Blvd, Suite 1400 Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Essex Street Equity Opportunities Limited Partnership | [2024-11-15] | 0.0 | 5.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 49.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 54.6 |
| By Discretionary | ||
| Discretionary | 157 | 54.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 54.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.6 | |
| Total | 157 | 54.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Known Wealth LLC
✚
|
NY | 0.1 |
|
Mack & Co Partners LP
✚
|
TX | 0.1 |
|
Better Way LLC
✚
|
FL | 0.1 |
|
TSG Alpha Partners LLC
✚
|
NJ | 0.1 |
|
E Magnus Oppenheim & Co Inc
✚
|
NY | 0.1 |
|
Harwood Capital LLP
✚
|
0.1 | |
|
Joseph Gunnar & Co LLC
✚
|
NY | 0.0 |
|
Concurrent Asset Management LLC
✚
|
FL | 0.0 |
|
Firethorn Partners LLC
✚
|
0.0 | |
|
Emerald Separate Account Management LLC
✚
|
PA | 0.0 |