Investment adviser · CRD 327607

DYNASTY EQUITY PARTNERS MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Aug 20, 2026

Regulatory AUM
$670M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$669,773,501100.0%
Filing source

Form ADV 2125843 · Aug 20, 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

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DYNASTY EQUITY LPPrivate Equity Fund · Last reported Aug 20, 2026$326MGross asset value

Form D fundraising filings

Dynasty Equity LP

Fund administrator PETRA FUNDS GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Marketer EATON PARTNERS ROWAYTON, Connecticut, United States Related to adviser: No
Marketer JORDAN PARK TRUST COMPANY LLC PORTSMOUTH, New Hampshire, United States Related to adviser: No
Marketer MAGENTA CAPITAL SERVICES LTD B.W.I, Anguilla Related to adviser: No
Marketer MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Marketer OLD CITY INVESTMENT PARTNERS NEW YORK, New York, United States Related to adviser: No
Marketer RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer STONEHAVEN NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-2741947351
Reported beneficial owners
221
Minimum commitment
$1M
Form D file number
021-509699

Form ADV 2125843 · Aug 20, 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.

DYNASTY EQUITY (I-F) LPPrivate Equity Fund · Last reported Aug 20, 2026$275MGross asset value

Form D fundraising filings

Dynasty Equity (I-F) LP

Feeder funds

  • DYNASTY EQUITY (FEEDER I-F) LP
Fund administrator PETRA FUNDS GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Fund details & source
Fund ID
805-1690630258
Reported beneficial owners
59
Minimum commitment
$1M
Form D file number
021-492153

Form ADV 2125843 · Aug 20, 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.

DYNASTY EQUITY (B) LPPrivate Equity Fund · Last reported Aug 20, 2026$40MGross asset value

Form D fundraising filings

Dynasty Equity (B) LP

Fund administrator PETRA FUNDS GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Marketer EATON PARTNERS ROWAYTON, Connecticut, United States Related to adviser: No
Marketer JORDAN PARK TRUST COMPANY LLC PORTSMOUTH, New Hampshire, United States Related to adviser: No
Marketer MAGENTA CAPITAL SERVICES LTD B.W.I, Anguilla Related to adviser: No
Marketer MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Marketer OLD CITY INVESTMENT PARTNERS NEW YORK, New York, United States Related to adviser: No
Marketer RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer STONEHAVEN NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-7284097569
Reported beneficial owners
16
Minimum commitment
$1M
Form D file number
021-509720

Form ADV 2125843 · Aug 20, 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.

DYNASTY EQUITY (H-F) LLCPrivate Equity Fund · Last reported Aug 20, 2026$29.2MGross asset value
Fund administrator PETRA FUNDS GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian JP MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8425569969
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2125843 · Aug 20, 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.

DE INVESTMENTS FALCON ACQUISITIONS LLCPrivate Equity Fund · Last reported Jan 5, 2024$128MGross asset value
Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source
Fund ID
805-8339186560
Reported beneficial owners
2
Minimum commitment
$3M

Form ADV 1807403 · Jan 5, 2024 · 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.

DYNASTY EQUITY (I-E) LPPrivate Equity Fund · Last reported Mar 31, 2025$15.1MGross asset value
Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian JP MORGAN PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3323513657
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 1963324 · Mar 31, 2025 · 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: Aug 20, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

560 LEXINGTON AVENUE, 6TH FLOOR
NEW YORK, NY, 10022, United States

CRD 327607

Filing source

Form ADV 2125843 · Aug 20, 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.