Dynasty Equity Partners Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$670M
Discretionary
$670M
100% of AUM
Avg account
$167M
Accounts
4
Employees
14
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
327607
Registered since
September 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Debra Bricker

    Debra Bricker

    Chief Financial OfficerCRD 6028862

  • K Cornwell

    K Cornwell

    CEO & Co-FounderCRD 3103560

  • Emily Ho

    Emily Ho

    General Counsel and Chief Compliance OfficerCRD 6308738

Contacts

1 of 1
  • Jonathan Nelson

    Jonathan Nelson

    Founder & ChairmanCRD 5088937

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth