CAPITAL DYNAMICS, INC. other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

35 -16.67%

of those in investment advisory functions:

19

Registration:

SEC, Approved, 6/19/2008

AUM:

2,832,708,335 -3.27%

of that, discretionary:

2,581,086,374 -3.45%

Private Fund GAV:

1,852,296,963 -4.88%

Avg Account Size:

91,377,688 -0.15%

SMA’s:

YES

Private Funds:

31 1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 3B 2B 1B 632M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Apple to build battery-based solar energy storage project in California
04/02/2021

Apple Inc says it will build a battery-based renewable energy storage facility in Central California near a solar energy installation that already provides energy for all of its facilities in the state. Apple said the project will store 240 megawatt-hours ...

japantoday.com

Castle Lanterra Appoints New Managing Partner
03/31/2021

registered investment advisors and pension funds. Prior to that, she was managing director & global COO of private equity at Capital Dynamics, as well as chief administrative officer & head of ...

multihousingnews.com

UK Commercial Property REIT leases seventh floor at 9 Colmore Row
03/29/2021

"9 Colmore Row is a 10 storey office building with 69,000 square foot of Grade A office and ancillary retail space, currently let to well-respected occupiers including Turley, Capital Dynamics ...

lse.co.uk

Don't Miss It: Morgan Lewis, Skadden Guide Week's Hot Deals
03/26/2021

Swiss asset management firm Capital Dynamics closed its oversubscribed fund with $786 million in commitments from institutional investors and private wealth platforms, it said in a statement March 24.

law360.com

Capital Dynamics closes secondaries fund above target
03/24/2021

Capital Dynamics has held the final close on its fifth flagship secondaries, having come to market three years ago. Capital Dynamics Global Secondaries V raised $786 million, surpassing its target of $700 million,

secondariesinvestor.com

Canadian heavy industry has a low-carbon competitive advantage yet lacks a plan to seize it: report
03/24/2021

Capital Dynamics, an independent global private asset management firm, today announced the final close of Capital Dynamics Global Secondaries V ("GSEC V" or "the Fund") with approximately USD $786 ...

yahoo.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 25 $1,557,797,275
Venture Capital Fund 6 $294,499,688

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Private Funds



Employees




Brochure Summary

Overview

Capital Dynamics Inc., a Delaware corporation, commenced operations in 2002, and registered as an investment adviser with the SEC in 2008. We maintain our principal place of business in New York, NY, with an office in San Francisco, CA. Capital Dynamics is wholly-owned by Capital Dynamics US, Inc., whose sole parent is Capital Dynamics Holding AG, which is domiciled in Zug, Switzerland (“Capital Dynamics Holding”). Capital Dynamics Holding serves as the parent company for several operating subsidiaries, with offices worldwide, including Birmingham (UK), Israel, London, Luxembourg, Milan, Munich, Paris, Seoul, Tokyo, and Zug, in addition to our US offices. Capital Dynamics Holding, together with all affiliates, is referred to as “Capital Dynamics Group”. Capital Dynamics provides investment management services to its clients, including discretionary management, non- discretionary advisory services and portfolio services. Our clients consist of privately-offered pooled investment vehicles (collectively referred to as “CD Funds”), separate accounts, single investor vehicles and advisory arrangements (collectively referred to as “Investment Mandates” and, together with CD Funds, “CD Advisory Clients”) and institutional investors seeking customized portfolio services (collectively referred to as “Portfolio Servicing Clients” and, together with CD Advisory Clients, “CD Products and Services”). Capital Dynamics acts as investment adviser to CD Advisory Clients, and its affiliates serve as managing members or general partners (as applicable) to CD Funds (such affiliated entities referred to as “General Partner”). Our global investment platform has a dual focus on mid-market investing and energy infrastructure investing. Our mid- market investing business comprises
Private Equity and Private Credit investment strategies, while our energy infrastructure investing business comprises Clean Energy Infrastructure investment strategies. Within the Private Equity program, we offer primary fund-of-funds, secondary and direct co-investment opportunities, as well as regionally tailored strategies and funds. Our Private Credit program invests in directly-originated loans to middle market, private equity-owned or controlled companies. Our Clean Energy Infrastructure program invests directly in commercial and utility-scale, clean and low-carbon power generation assets and related infrastructure. Within each of these strategies, we offer our clients a broad range of advisory services, including: - constructing individualized investment programs; - identifying and analyzing specific investment opportunities; - making discretionary investment decisions; - providing investment advice for non-discretionary mandates; - conducting due diligence on and structuring/negotiating portfolio investments; - arranging borrowings, and various other forms of financings; - managing and monitoring investments; - advising as to opportunities to dispose of investments and managing realizations of investments; - performing portfolio risk analysis and portfolio assessment; - appointing and monitoring third party service providers; - providing bespoke structured solutions; and - arranging or providing other portfolio services. Assets under Management As of December 31, 2023, Capital Dynamics had approximately $2,581,086,374 of discretionary regulatory assets under management and approximately $251,621,961 of non-discretionary regulatory assets under management. 6 | Form ADV Part 2A Brochure | Capital Dynamics, Inc. | |