Dynasty Equity Partners Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327607
- Registered since
- September 17, 2024
- Website
- dynastyequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Dynasty Equity Partners Management, LLC is an LLC that registers with the SEC as a manager of private pooled investment vehicles. The firm, organized in 2024, operates as a private equity fund manager serving institutional clients and is owned by an individual. Its advisory mandate centers on portfolio management for pooled vehicles; it also serves in sponsor/GP and managing-member roles for those vehicles. Compensation includes both a percentage-of-AUM component and performance-based fees. The firm identifies as an active ESG investor, and it is not registered as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Debra Bricker
Chief Financial OfficerCRD 6028862

K Cornwell
CEO & Co-FounderCRD 3103560

Emily Ho
General Counsel and Chief Compliance OfficerCRD 6308738
Contacts
1 of 1
Jonathan Nelson
Founder & ChairmanCRD 5088937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 560 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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