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| Dynasty Wealth Management LLC
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| |
|---|---|
| CRD # | 153377 |
| SEC # | 801-71301 |
| CIK # | 0001727599 |
| AUM | $916.8 MM (2024-03-28) |
| Employees | 121 (1% Investors, 21% Brokers) |
| Phone | 727-865-4809 |
| Address | 200 Central Avenue St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| IAU | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Alternative Direct Solutions | 2013-03-27 | 10.6 | |
| HF | Private Company Access Vehicle LP | [2012-03-30] | 0.0 | 3.3 |
| AUM Breakdown | Accounts | AUM ($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 | 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 | 6 | 0.9 |
| (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 | 209 | 0.9 |
| By Discretionary | ||
| Discretionary | 209 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 209 | 0.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Dynasty Financial Partners LLC | 1 | ||
| T Mulvey | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727599] |
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