Form D · Private Equity Fund

Dynasty Spear LLC

West Conshohocken, PA · CIK 0002063822

Offering snapshot reported Jul 2, 2025 · SEC filing

Reported sold
$13.2M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 1, 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
Jul 2, 2025Initial$13,225,000No comparison42SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-550613
Limited Partnership Interests

Source: Form D, filed Jul 2, 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 SPEAR LLC

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$13.2M
Beneficial owners
42
ADV minimum commitment
$100K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORTON CHICAGO, Illinois, United States
Custodian TD BANK KING OF PRUSSIA, Pennsylvania, 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

GRANT THORTON
PCAOB 248

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-5356107932

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 Dynasty Wealth Management Llc Promoter
Brendan Lake Executive
N/A Ppb Ds Mgt Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 Barr Harbor Drive Suite 260
West Conshohocken, PA, 19428