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Capital Dynamics Inc
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CRD # | 130320 |
SEC # | 801-69335 |
CIK # | |
AUM | $2.8 BB (2024-03-28) |
Employees | 35 (54% Investors, 40% Brokers) |
Phone | 212-798-3400 |
Address | 444 Madison Ave New York, NY 10022 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 31 | 2.8 |
(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 | 31 | 2.8 |
By Discretionary | ||
Discretionary | 29 | 2.6 |
Non-Discretionary | 2 | 0.3 |
Total | 31 | 2.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 2.5 | |
Total | 31 | 2.8 |
Limited Partners | 2011 - 2024 |
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North Carolina Retirement Services |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Paul Anderson | 45 | |||
Tina Saunders | 72 | |||
Peter Becker | 67 | |||
Ed Fletcher | 62 | |||
Harald Zeiter | 19 | |||
Emma Anderson | 10 | |||
Carl McConnell | 9 | |||
Marc Harris | 9 | |||
Stefan Ammann | 8 | |||
Capital Dynamics General Partners Limited | 7 | |||
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