CAPITAL DYNAMICS, INC.
CRD #130320 SEC #801-69335 NEW YORK, NY 212-798-3400
SEC Registered Private Funds
Total AUM
$2.8B
Discretionary
$2.5B
Employees
29
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.5B | $285.9M | 29 | 0 |
| Jan 2025 | $2.8B | $2.6B | $251.6M | 35 | 0 |
| Mar 2024 | $2.8B | $2.6B | $251.6M | 35 | 0 |
| Nov 2023 | $2.9B | $2.7B | $255.2M | 42 | 0 |
| Jul 2023 | $2.9B | $2.7B | $255.2M | 42 | 0 |
| May 2023 | $2.9B | $2.7B | $255.2M | 42 | 0 |
| Apr 2023 | $2.9B | $2.7B | $255.2M | 42 | 0 |
| Mar 2023 | $2.9B | $2.7B | $255.2M | 42 | 0 |
| Sep 2022 | $3.1B | $2.8B | $274M | 43 | 0 |
| Mar 2022 | $3.1B | $2.8B | $274M | 43 | 0 |
| Feb 2022 | $5.5B | $2B | $3.5B | 61 | 0 |
| Mar 2021 | $5.5B | $2B | $3.5B | 61 | 0 |
| Aug 2020 | $5B | $2B | $3B | 53 | 4 |
| Jul 2020 | $5B | $2B | $3B | 53 | 4 |
| Mar 2020 | $5B | $2B | $3B | 53 | 4 |
| Jan 2020 | $6.3B | $1.9B | $4.4B | 49 | 4 |
| Nov 2019 | $6.3B | $1.9B | $4.4B | 49 | 4 |
| Mar 2019 | $6.3B | $1.9B | $4.4B | 49 | 4 |
| Sep 2018 | $4.9B | $2.1B | $2.9B | 39 | 4 |
| Mar 2018 | $4.9B | $2.1B | $2.9B | 39 | 4 |
| Sep 2017 | $3.5B | $2.2B | $1.3B | 39 | 26 |
| Sep 2017 | $3.5B | $2.2B | $1.3B | 39 | 26 |
| Mar 2017 | $2.9B | $2.2B | $693M | 31 | 26 |
| Sep 2016 | $2.2B | $2B | $250.1M | 33 | 26 |
| Mar 2016 | $2.2B | $2B | $250.1M | 33 | 26 |
| Jul 2015 | $2.5B | $2.3B | $270.3M | 45 | 26 |
| Apr 2015 | $2.5B | $2.3B | $270.3M | 45 | 26 |
| Dec 2014 | $1.8B | $1.8B | $0 | 38 | 26 |
| Mar 2014 | $1.8B | $1.8B | $0 | 38 | 26 |
| Feb 2014 | $2.7B | $2.7B | $0 | 38 | 26 |
| Jan 2014 | $2.7B | $2.7B | $0 | 38 | 26 |
| Dec 2013 | $2.7B | $2.7B | $0 | 38 | 26 |
| Apr 2013 | $2.7B | $2.7B | $0 | 38 | 26 |
| Mar 2013 | $2.7B | $2.7B | $0 | 38 | 26 |
| Mar 2013 | $2.7B | $2.7B | $0 | 35 | 26 |
| Jan 2013 | $2.7B | $2.7B | $0 | 31 | 26 |
| Jul 2012 | $2.7B | $2.7B | $0 | 11 | 26 |
| Apr 2012 | $2.7B | $2.7B | $0 | 11 | 26 |
| Mar 2012 | $2.7B | $2.7B | $0 | 11 | 26 |
| Sep 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Aug 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Jul 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Mar 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Feb 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Sep 2010 | $34.3B | $2.4B | $32B | -- | -- |
| Jul 2010 | $34.3B | $2.4B | $32B | -- | -- |
| Jun 2010 | $24B | $23.7B | $319.8M | -- | -- |
| May 2010 | $34.3B | $2.4B | $32B | -- | -- |
| May 2010 | $34.3B | $2.4B | $32B | -- | -- |
| Mar 2010 | $34.3B | $2.4B | $32B | -- | -- |
DateMar 2025
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$285.9M
Employees29
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$251.6M
Employees35
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$251.6M
Employees35
Clients0
DateNov 2023
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$255.2M
Employees42
Clients0
DateJul 2023
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$255.2M
Employees42
Clients0
DateMay 2023
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$255.2M
Employees42
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$255.2M
Employees42
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$255.2M
Employees42
Clients0
DateSep 2022
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$274M
Employees43
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$274M
Employees43
Clients0
DateFeb 2022
Total AUM$5.5B
Discretionary$2B
Non-Disc.$3.5B
Employees61
Clients0
DateMar 2021
Total AUM$5.5B
Discretionary$2B
Non-Disc.$3.5B
Employees61
Clients0
DateAug 2020
Total AUM$5B
Discretionary$2B
Non-Disc.$3B
Employees53
Clients4
DateJul 2020
Total AUM$5B
Discretionary$2B
Non-Disc.$3B
Employees53
Clients4
DateMar 2020
Total AUM$5B
Discretionary$2B
Non-Disc.$3B
Employees53
Clients4
DateJan 2020
Total AUM$6.3B
Discretionary$1.9B
Non-Disc.$4.4B
Employees49
Clients4
DateNov 2019
Total AUM$6.3B
Discretionary$1.9B
Non-Disc.$4.4B
Employees49
Clients4
DateMar 2019
Total AUM$6.3B
Discretionary$1.9B
Non-Disc.$4.4B
Employees49
Clients4
DateSep 2018
Total AUM$4.9B
Discretionary$2.1B
Non-Disc.$2.9B
Employees39
Clients4
DateMar 2018
Total AUM$4.9B
Discretionary$2.1B
Non-Disc.$2.9B
Employees39
Clients4
DateSep 2017
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.3B
Employees39
Clients26
DateSep 2017
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.3B
Employees39
Clients26
DateMar 2017
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$693M
Employees31
Clients26
DateSep 2016
Total AUM$2.2B
Discretionary$2B
Non-Disc.$250.1M
Employees33
Clients26
DateMar 2016
Total AUM$2.2B
Discretionary$2B
Non-Disc.$250.1M
Employees33
Clients26
DateJul 2015
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$270.3M
Employees45
Clients26
DateApr 2015
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$270.3M
Employees45
Clients26
DateDec 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees38
Clients26
DateMar 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees38
Clients26
DateFeb 2014
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients26
DateJan 2014
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients26
DateDec 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients26
DateApr 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients26
DateMar 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients26
DateMar 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees35
Clients26
DateJan 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees31
Clients26
DateJul 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees11
Clients26
DateSep 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$34.3B
Discretionary$2.4B
Non-Disc.$32B
Employees--
Clients--
DateJul 2010
Total AUM$34.3B
Discretionary$2.4B
Non-Disc.$32B
Employees--
Clients--
DateJun 2010
Total AUM$24B
Discretionary$23.7B
Non-Disc.$319.8M
Employees--
Clients--
DateMay 2010
Total AUM$34.3B
Discretionary$2.4B
Non-Disc.$32B
Employees--
Clients--
DateMay 2010
Total AUM$34.3B
Discretionary$2.4B
Non-Disc.$32B
Employees--
Clients--
DateMar 2010
Total AUM$34.3B
Discretionary$2.4B
Non-Disc.$32B
Employees--
Clients--