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DYNASTY EQUITY PARTNERS MANAGEMENT, LLC

NEW YORK, NY · CRD 327607 · IAPD ↗ · 212-970-9850

$669.8MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — DYNASTY EQUITY PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($391.5M -> $669.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
October 2024 — DYNASTY EQUITY PARTNERS MANAGEMENT, LLC (NEW YORK, NY) is newly SEC-registered with $343.6M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.