Form D · Private Equity Fund

Dynasty AI Opportunity I, L.P.

Palo Alto, CA · CIK 0002088092

Offering snapshot reported Oct 14, 2025 · SEC filing

Reported sold
$15.8M
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 9, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 14, 2025Initial$15,755,000No comparison44SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-560687

Source: Form D, filed Oct 14, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

DYNASTY AI OPPORTUNITY

Investment adviser: DYNASTY WEALTH MANAGEMENT, LLC

Gross asset value
$15.8M
Beneficial owners
44
ADV minimum commitment
$100K

Reported in Form ADV on Aug 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor FRANK RIMERMAN & CO., INC PALO ALTO, California, United States
Custodian GRASSHOPPER BANK, N.A. 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

FRANK RIMERMAN & CO., INC
PCAOB 1596

Filing source

Form ADV 2125034 · Aug 28, 2026 · Schedule D 7.B.(1), fund 805-4010215025

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Allocate Management Company, Llc Promoter
Saul A. Cardenas Executive
N/A Dynasty Ai Opportunity I Gp, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
502 Waverley Street, Suite 2
Palo Alto, CA, 94301