Dynasty Financial Partners Launches Alternative Investment Platform

Jan 12 2016 | 8:14pm ET

Integrated wealth management platform Dynasty Financial Partners has inked a partnership with iCapital Network for the launch of the Dynasty Select platform of alternative asset managers. 

Dynasty will now offer access to private equity funds, hedge funds and direct investments together with institutional-quality research and diligence, according to a statement. The new product leverages iCapital’s state-of-the-art technology to provide end-to-end automated transactional support for financial advisors and their clients, as well as turn-key processing and administrative solutions for advisors who have curated their own roster of alternative managers.

According to the company, the new platform will be accessible through Dynasty’s existing Desktop module. Features include:

  • Private LP Investments – access to top private equity, hedge, credit, real estate and venture capital Limited Partnership funds with investment minimums as low as $100,000, as well as an evolving menu of direct investment opportunities
  • Institutional-Quality Research – recommended target funds, diligence reports, fund presentations, and benchmarking tools and data
  • HD Video Feeds – hear directly from GPs about their strategies, track records, deal sourcing, competitive landscape and case studies
  • Streamlined Execution – seamless process allows advisors to reserve client commitments, generate pre-filled subscription documents, collect electronic signatures and manage capital calls
  • User-Friendly Reporting – easy-to-understand reports clearly indicate capital called, amount remaining to be called and value of investments 
  • Custom Solutions – dedicated feeder funds allow RIAs to aggregate their client commitments into a single position with administrative and investor relations support for the life of the investment.

“Our network has attracted larger and larger RIAs and breakaway teams, and LPs in hedge funds and private equity increasingly form a core part of their asset allocation,” said Todd Thomson, Dynasty Financial Partners’ chairman and investment committee chair. “To serve these advisors and their clients, Dynasty has built a state-of-the-art alternatives platform that includes access, education, diligence and efficient subscription processing and reporting,” 

The Dynasty Select list of hedge funds will include flagship names in the hedge fund space as well as some under the radar firms that we think are differentiated, according to Michael Moriarty, head of Dynasty’s investment platform.

Founded by Thomson, Shirl Penney and Edward Swenson in 2010 and headquartered in New York, Dynasty Financial Partners is an integrated open-architecture platform for the wealth management and registered investment advisor industries. 


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