Dynasty Puts its Network’s Scale to Work Expanding Access to Institutional-Grade Private Equity Opportunities
Dynasty Financial Partners announced that it has closed on over $200 million in private markets funds over the last 9 months, including the successful close of Dynasty Growth Equity & Coinvest I, a growth private equity fund. The fund closed at $110 million, surpassing its original $100 million target. Dynasty also recently closed a co-investment round in NOBULL, the footwear and training brand majority owned by billionaire Mike Repole and Tom Brady, at a $1 billion valuation. Dynasty did the co-investment via an SPV alongside of Driven Capital, Mike Repole’s family office, acquiring roughly 3% of the company.
Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena
Fundraising for Dynasty Growth Equity & Coinvest I began at the end of 2025 and concluded with the fund’s close in June 2026. Bob Shea, Chief Investment Officer at Dynasty Financial Partners, said, “It’s a testament to our ability to deliver compelling private market solutions with attractive fees to our partners.” The Dynasty Growth Equity & Coinvest fund allocates to next-generation, high-growth private companies that are disrupting incumbents in the public markets.
In addition to NOBULL, through its proprietary sourcing, Dynasty has also provided access to differentiated single-asset investments, including investments in rapidly growing pre-IPO companies, sports assets, take-private buyouts, and other unique investment opportunities.
“The successful close of these opportunities demonstrates the value of combining the scale of the Dynasty Network and our proprietary sourcing engine with access to institutional-grade private market opportunities,” said Karim Simplis, Director of Private Markets at Dynasty Financial Partners. “As companies are staying private for longer and meaningful value creation has shifted from public markets to private markets, the thesis to invest in these potentially disruptive, high-growth private companies has played out well.”
For Shirl Penney, Founder and CEO of Dynasty Financial Partners, these private market opportunities are “a vital addition to the capabilities we offer our network.” These successful capital raises, he added, are partly attributable to “the scale of the Dynasty Network, which lets us deliver opportunities such as NOBULL that individual firms typically don’t even hear about. We believe independent advisors are hungry for differentiated private-market opportunities typically only available to the world’s largest investors, and as Dynasty continues to more than level the playing field for RIAs that are Powered by Dynasty, we look forward to continuing to selectively bring these unique value-add opportunities to our network of independent RIAs,” said Mr. Penney.
Following the successful close on the NOBULL round, Mike Repole, majority owner of NOBULL, commented, “I have known Shirl for over 20 years, and it’s amazing the impact he and his team are having on the wealth management industry. Now having the Dynasty Network as investors in NOBULL brings long-term, like-minded partners who understand how durable brands are built. We could not be more excited to partner with them.”
Building on that momentum, Dynasty is already targeting its next opportunistic private fund, continuing to expand access to its network of independent advisors. Over time Dynasty expects to be able to bring out a unique basket of private market opportunities each year in both fund and direct formats. RIAs will be able to choose how they leverage for their clients by using all of them in a diversified approach to systematically allocate to alternative strategies and/or select individual deals for clients.
Dynasty has a long history of innovation and expansion of service and capabilities to meet the needs of its growing network of advisors now at over 700 strong. From its launch over 16 years ago as a wealth technology business, to building one of the industry’s largest TAMPs, to one of the leading investment banks, Dynasty’s RIA minority investment business, the Dynasty Connect leads business, to now the expansion of Dynasty’s Private Markets Investment business the focus has always been on how they can help advisors of integrity better care for their clients while also building a better business. Learn more about Dynasty Financial Partners below.
Catch more Fintech Insights : Global FinTech Innovations Are Transforming Banking into Continuous Financial Guidance
[To share your insights with us, please write to psen@itechseries.com ]
