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CAPITAL DYNAMICS, INC.
CRD 130320File 801-69335
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.69B
Top 25% of cohort (national)
Discretionary AUM
$2.36B
Non-discretionary $322.6M
Clients
27
27 accounts
Employees
30
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 19, 2008
- Principal office
- 444 MADISON AVE, 21ST FLOOR, NEW YORK, NY, 10022
- Phone
- 212-798-3400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.69B
- Discretionary AUM
- $2.36B
- Non-discretionary AUM
- $322.6M
- Discretionary accounts
- 25
- Non-discretionary accounts
- 2
- Total accounts
- 27
- AUM per client
- $99.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $2.69B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.