|
⚲
|
| Dynasty Equity Partners Management LLC
✚
|
|
|---|---|
| CRD # | 327607 |
| SEC # | 801-131103 |
| CIK # | |
| AUM | $669.8 M (2026-03-31) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 212-970-9850 |
| Address | 280 Park Avenue, Fl 15 New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Dynasty Equity B LP | [2024-08-14] | 330.0 | 40.0 |
| PE | Dynasty Equity H-F LLC | 2024-08-14 | 29.2 | |
| PE | Dynasty Equity I-E LP | 2024-08-14 | 15.1 | |
| PE | Dynasty Equity I-F LP | [2024-08-14] | 135.7 | 274.5 |
| PE | Dynasty Equity LP | [2024-08-14] | 330.0 | 326.0 |
| PE | de Investments Falcon Acquisitions LLC | 2023-12-04 | 128.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 669.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 669.8 |
| By Discretionary | ||
| Discretionary | 4 | 669.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 669.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.8 | |
| Total | 4 | 669.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jonathan Nelson | 59 | 5 | ||
| K Cornwell | 4 | 2 | ||
| Dynasty Equity GP LP | 4 | 2 | ||
| Dynasty Equity I-F GP LP | 2 | 2 | ||
| de Investments Holdings Falcon SPV GP LP | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Good Springs Capital LP
✚
|
NY | 0.7 |
|
Warana Capital LLC
✚
|
NY | 0.7 |
|
Achieve Partners Management LLC
✚
|
NY | 0.7 |
|
Spire Capital Management LLC
✚
|
NY | 0.7 |
|
Arable Capital Partners LLC
✚
|
WA | 0.7 |
|
Northleaf Capital Advisors Ltd
✚
|
0.7 | |
|
Radial Equity Partners LP
✚
|
NY | 0.7 |
|
Periscope Equity LLC
✚
|
IL | 0.7 |
|
OpenGate Capital Management LLC
✚
|
NY | 0.7 |
|
Calvert Street Capital Partners Inc
✚
|
MD | 0.7 |