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| Happy Holidays!! thanks for using AUM13F!! |
| Dynasty Wealth Management LLC
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|---|---|
| CRD # | 153377 |
| SEC # | 801-71301 |
| CIK # | 0001727599 |
| AUM | $8.7 B (2025-03-28) |
| Employees | 150 (1% Investors, 16% Brokers) |
| Phone | 727-865-4809 |
| Address | 200 Central Avenue St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alternative Direct Solutions | 2013-03-27 | 10.6 | |
| HF | Private Company Access Vehicle LP | [2012-03-30] | 0.0 | 3.3 |
| 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 | 11 | 8.7 |
| (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 | 20,147 | 8.7 |
| By Discretionary | ||
| Discretionary | 20,147 | 8.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20,147 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 20,147 | 8.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Dynasty Financial Partners LLC | 1 | ||
| T Mulvey | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727599] |
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|---|---|---|
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Ares Capital Management II LLC
✚
|
CA | 9.0 |
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Parallax Volatility Advisers LP
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CA | 8.9 |
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Mackenzie Investments Corporation
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MA | 8.9 |
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Camden Asset Management L P
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CA | 8.8 |
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VR Advisory Services Ltd
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NY | 8.7 |
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Trinity Street Asset Management LLP
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8.7 | |
|
Steadfast Capital Management LP
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NY | 8.5 |
|
Coronation Global Fund Managers Ireland Limited
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|
8.4 | |
|
Interval Partners LP
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|
NY | 8.4 |
|
Slate Path Capital LP
✚
|
NY | 8.4 |