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| Dynasty Wealth Management LLC
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|---|---|
| CRD # | 153377 |
| SEC # | 801-71301 |
| CIK # | 0001727599 |
| AUM | 13.88 B (2026-03-30) |
| Employees | 200 (2% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 727-865-4809 |
| Address | 200 Central Avenue St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Dynasty AI Opportunity | [2026-03-30] | 15.8 M | 15.8 M |
| Filed 2025-10-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Dynasty Spear LLC | 2025-11-03 | 13.2 M | |
| HF | Alternative Direct Solutions | 2013-03-27 | 10.6 M | |
| HF | Private Company Access Vehicle LP | [2012-03-30] | 3.3 M | |
| Filed 2011-02-16 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 0 | 0.0 |
| (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 | 17 | 13.9 |
| (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 | 30,663 | 13.9 |
| By Discretionary | ||
| Discretionary | 30,663 | 13.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30,663 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.9 | |
| Total | 30,663 | 13.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Allocate Management Company LLC | Promoter | 91 | 6 | |
| Saul Cardenas | Executive Officer | 45 | 6 | |
| Dynasty AI Opportunity I GP LLC | Promoter | 1 | 1 | |
| Dynasty Financial Partners LLC | Promoter | 1 | 1 | |
| T Mulvey | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727599] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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