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CAPITAL DYNAMICS, INC.
CRD 130320 · SEC 801-69335
444 MADISON AVE, 21ST FLOOR, NEW YORK, NY, 10022, United States
Phone
212-798-3400
Fax
212-798-3499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.69B
Discretionary AUM
$2.36B
Team
30 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $2.69B |
All web addresses on file
Official SEC filing: View on IAPD