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RIA / WealthPrivate fundprivate equity fund3(c)(1)

ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP

advised by ROUTE 20 PRIVATE WEALTH INC.

Massachusetts, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ce6be86-9b42-1be6-89ee-7e010f1ecece

Data as of Nov 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Nov 15, 2024 to Nov 15, 2024
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Essex Street Equity Opportunities, Limited Partnership

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: ROUTE 20 PRIVATE WEALTH INC.CRD 332581
Fund type: Private Equity Fund
Latest reported GAV: $5.3Mgross asset value on Schedule D 7.B(1), as of 2024-11-15; never fund size
Peak reported GAV: $5.3M
Beneficial owners: 37
Minimum investment: $100,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-354053an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Massachusetts, United States
First reported: Nov 15, 2024
Last reported: Nov 15, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-1653121700

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Nov 15, 2024	$5.3M	37	$100,000	0.0%	yes	ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
SOUTH SHORE BANK	SOUTH SHORE BANK	Weymouth	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← ROUTE 20 PRIVATE WEALTH INC.Registered adviserPrivate Equity Fund, IA
Nov 15, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ce6be86-9b42-1be6-89ee-7e010f1ecece
First observed: Nov 15, 2024
Last observed: Nov 15, 2024 22 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP

advised by ROUTE 20 PRIVATE WEALTH INC.

Massachusetts, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ce6be86-9b42-1be6-89ee-7e010f1ecece

Data as of Nov 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Nov 15, 2024

$5.3M

$100,000

0.0%

yes

ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP

Custodian

Legal name

City

State

Country

Related person

SEC number

SOUTH SHORE BANK

Weymouth

Massachusetts

United States

n/a