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DEXTRA PARTNERS

NEW YORK, NY · CRD 321820 · IAPD ↗ · dextra.com · 212-300-9820

$5.25BRegulatory AUM
18Advisory reps
19Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — DEXTRA PARTNERS reported RAUM up 28% ($4.07B -> $5.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — DEXTRA PARTNERS grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2024 — DEXTRA PARTNERS reported RAUM up 59% ($2.14B -> $3.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — DEXTRA PARTNERS grew from 6 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.