Capital Dynamics, Inc.

RIASEC RegisteredEst. 2008
Total AUM
$2.7B
Discretionary
$2.4B
88% of AUM
Avg account
$99.5M
Accounts
27
Employees
30
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
130320
Registered since
June 19, 2008
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital Dynamics, Inc. is a corporation registered with the SEC since 2008 that operates as a multi-faceted fund manager with a clear tilt toward private markets. The firm acts primarily as portfolio manager for pooled investment vehicles and serves institutional clients. Its stated business model combines direct management of private funds with sponsor/GP responsibilities and affiliations across broker-dealer and other adviser activities. Capital Dynamics, Inc. lists itself as an active ESG investor and uses a mix of fee approaches — percentage of AUM, fixed fees and performance-based fees — consistent with private fund economics. Investment activity centers on private equity and venture capital, with the firm both managing its own pooled vehicles and allocating capital to third‑party alternative managers across several sectors. The firm’s structure and advisory activities indicate a focus on concentrated, institutional-sized relationships rather than a broad retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Hina Ahmad

    Hina Ahmad

    Chief Operating OfficerCRD 6298422

  • Martin Hahn

    Martin Hahn

    CEOCRD 6029553

Contacts

3 of 10
  • Reid Conway

    Reid Conway

    Senior DirectorCRD 3117559

  • Thomas Kubr

    Thomas Kubr

    Board of DirectorsCRD 4752674

  • Andrew Bernstein

    Andrew Bernstein

    Senior Managing DirectorCRD 3005866

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth