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Capital Dynamics, Inc.

● SEC registered since 2008CRD 130320SEC# 801-69335New York, NY
Export (members)
Ranks #1,871 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.69B
Fund GAV
$2.78B
Private funds
27
Employees
30
Accounts
27
Location
New York, NY

Capital Dynamics, Inc. assets under management

Capital Dynamics, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2008. It reports $2.7 billion in regulatory assets under management and employs 30 people. Capital Dynamics, Inc. manages 27 private funds with combined gross assets of $2.8 billion, including Capital Dynamics Mid-Market Direct VI (US), LP. By regulatory assets, it ranks 1,871 of 6,004 private fund managers.

Capital Dynamics, Inc. private funds

27 funds · $2.78B GAV
FundTypeGross assetsMin.
Capital Dynamics Mid-Market Direct VI (US), LPPrivate Equity$711.7M$100K
Capital Dynamics Global Secondaries VI (US), LPPrivate Equity$396.6M$500K
CD Clean Energy and Infrastructure Vii-A, L.P.Private Equity$302.7M$200K
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Capital Dynamics, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Andrew Glenn Bernstein ControlExecutive Committee MemberUnder 5%2015
Barney Alistair Coles ControlExecutive Committee MemberUnder 5%2022
Capital Dynamics US Inc. ControlParentOver 75%2018
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Frequently asked questions

How much does Capital Dynamics, Inc. manage?

Capital Dynamics, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Capital Dynamics, Inc. manage?

Capital Dynamics, Inc. manages 27 private funds with combined gross assets of $2.8 billion.

How many employees does Capital Dynamics, Inc. have?

Capital Dynamics, Inc. reports 30 employees.

Where is Capital Dynamics, Inc. located?

Capital Dynamics, Inc. is based in New York, NY and has been SEC-registered since 2008.

Does Capital Dynamics, Inc. disclose fund performance?

Capital Dynamics, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address444 Madison Ave, 21st Floor, New York, NY 10022
Phone212-798-3400
Fax212-798-3499
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$2.69B▼ 5%
Jan '25 — $2.83BFeb '25 — $2.83BMar '25 — $2.81BApr '25 — $2.81BMay '25 — $2.81BJun '25 — $2.81BJul '25 — $2.81BAug '25 — $2.81BSep '25 — $2.81BOct '25 — $2.81BNov '25 — $2.81BDec '25 — $2.81BJan '26 — $2.81BFeb '26 — $2.81BMar '26 — $2.69BApr '26 — $2.69BMay '26 — $2.69BJun '26 — $2.69B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$2.69Bregulatory AUM
Discretionary $2.36BNon-discretionary $322.6M

Fund type mix

Private Equity23
Venture Capital4

Service providers