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| Dynasty Wealth Management LLC
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|---|---|
| CRD # | 153377 |
| SEC # | 801-71301 |
| CIK # | 0001727599 |
| AUM | $13.9 B (2026-03-30) |
| Employees | 200 (2% Investors, 14% Brokers) |
| Phone | 727-865-4809 |
| Address | 200 Central Avenue St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Dynasty AI Opportunity | [2026-03-30] | 15.8 | 15.8 |
| PE | Dynasty Spear LLC | 2025-11-03 | 13.2 | |
| 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 | 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 | 86 | 6 | ||
| Saul Cardenas | 45 | 6 | ||
| Dynasty AI Opportunity I GP LLC | 1 | 1 | ||
| Dynasty Financial Partners LLC | 1 | 1 | ||
| T Mulvey | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727599] |
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|---|---|---|
|
Abry Partners II LLC
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MA | 14.9 |
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Napier Park Global Capital US LP
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NY | 14.6 |
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SRS Investment Management LLC
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NY | 13.6 |
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Eagle Point Credit Management LLC
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CT | 13.2 |
|
Post Advisory Group LLC
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CA | 13.0 |
|
Ivy Hill Asset Management LP
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|
NY | 13.0 |