Dynasty Equity Partners Management, Llc
- Regulatory AUM
- $670M
- Discretionary
- $670M
- Clients
- 4
- Avg AUM / client
- $167M
- Accounts
- 4
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $670M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $344M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dynasty Equity (I F) Lp | Private Equity Fund | Delaware | $211M | 55 |
| Dynasty Equity Lp | Private Equity Fund | Delaware | $83.0M | 47 |
| Dynasty Equity (H F) Llc | Private Equity Fund | Delaware | $34.6M | 2 |
| Dynasty Equity (I E) Llc | Private Equity Fund | Delaware | $15.1M | 2 |
| Dynasty Equity (B) Lp | Private Equity Fund | Delaware | $0 | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cornwell, K, Don | Chief Executive Officer | Sep 2023 (3y) | 50% – 75% | |
| Ho, Emily, Ting I | General Counsel / Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Nelson, Jonathan, Milton | Executive Chairman | Sep 2023 (3y) | 25% – 50% | |
| Bricker, Debra, Ruth | Chief Financial Officer | Jul 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $344M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dynasty Equity (I F) Lp | Private Equity Fund | $211M | $1.0M | 55 |
| Dynasty Equity Lp | Private Equity Fund | $83.0M | $1.0M | 47 |
| Dynasty Equity (H F) Llc | Private Equity Fund | $34.6M | $1.0M | 2 |
| Dynasty Equity (I E) Llc | Private Equity Fund | $15.1M | $1.0M | 2 |
| Dynasty Equity (B) Lp | Private Equity Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗