Investment adviser · CRD 130320
CAPITAL DYNAMICS, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $2.69B Form ADV · Item 5.F
- Client accounts
- 27 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 27 | $2,686,955,570 | 100.0% |
Filing source
Form ADV 2060533 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
CAPITAL DYNAMICS MID-MARKET DIRECT VI (US), LPPrivate Equity Fund · Last reported Mar 30, 2026$712MGross asset value
Form D fundraising filings
Capital Dynamics Mid-Market Direct VI (US) LP
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 1328
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
VIGILANT DISTRIBUTORS, LLC
CRD 285573 · SEC 8-69854
Fund details & source
- Fund ID
- 805-9149145518
- Reported beneficial owners
- 9
- Minimum commitment
- $100K
- Form D file number
- 021-504603
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAPITAL DYNAMICS GLOBAL SECONDARIES VI (US), LPPrivate Equity Fund · Last reported Mar 30, 2026$397MGross asset value
Form D fundraising filings
Capital Dynamics Global Secondaries VI (US), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 1328
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-7765649113
- Reported beneficial owners
- 58
- Minimum commitment
- $500K
- Form D file number
- 021-445523
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CD CLEAN ENERGY AND INFRASTRUCTURE VII-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$303MGross asset value
Form D fundraising filings
Capital Dynamics Clean Energy Infrastructure VII-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 876
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2970691412
- Reported beneficial owners
- 16
- Minimum commitment
- $200K
- Form D file number
- 021-337239
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAPITAL DYNAMICS GLOBAL SECONDARIES V (US) LPPrivate Equity Fund · Last reported Mar 30, 2026$192MGross asset value
Form D fundraising filings
Capital Dynamics Global Secondaries V (US), LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 876
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2233652068
- Reported beneficial owners
- 100
- Minimum commitment
- $500K
- Form D file number
- 021-318447
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LPPrivate Equity Fund · Last reported Mar 30, 2026$178MGross asset value
Form D fundraising filings
Capital Dynamics Transaction Partners 2021 LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 876
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-7200829802
- Reported beneficial owners
- 88
- Minimum commitment
- $250K
- Form D file number
- 021-385654
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAPITAL DYNAMICS MID-MARKET DIRECT V (US) LPPrivate Equity Fund · Last reported Mar 30, 2026$128MGross asset value
Form D fundraising filings
Capital Dynamics Mid-Market Direct V (US) LP
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 1328
FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-5058343436
- Reported beneficial owners
- 46
- Minimum commitment
- $250K
- Form D file number
- 021-358668
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAPITAL DYNAMICS CLEAN ENERGY INFRASTRUCTURE FUND X-C (DELAWARE), L.P.Private Equity Fund · Last reported Mar 30, 2026$121MGross asset value
Form D fundraising filings
Capital Dynamics Clean Energy Infrastructure Fund X-C (Delaware), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 876
FIRST CITIZENS BANK & TRUST COMPANY
LEI 0K2D5AK28E3O5CC06E38
Fund details & source
- Fund ID
- 805-8543726362
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-380460
Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
444 MADISON AVE, 21ST FLOORNEW YORK, NY, 10022, United States
CRD 130320
Filing source
Form ADV 2060533 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.