Capital Dynamics

Evidence PackPROIndependent

Real EstateNEW YORK, NY, Switzerland Website

AUM

$371M

Ownership

independent

Stakeability

47 / LOW

Priority

Tier

Employees

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS DealsRegulatory

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(50)BDC Exposure(5)13F Holders(0)Team(30)ILS Deals(3)Regulatory(20)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

47 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

130320

SEC File Number

801-69335

Registration Type

Registered

Filing Date

Mar 31, 2025

Employee Count

N/A

Discretionary AUM

$2.5B

Private Funds

PE Funds

VC Funds

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$2.0B

Source: SEC IAPD