Dynasty ​Building Strong Momentum in its Private Markets Investments Group

Dynasty Puts its Network's Scale to Work Expanding Access to Institutional-Grade Private Equity Opportunities

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today 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.

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.

Disclosures:

Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC registered in-vestment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

This release is not an offer to sell or a solicitation of an offer to buy any securities. Any offering will be made only by means of a confidential private placement memorandum to qualified investors.

Private market investments and certain offerings are only available to qualified purchasers as defined by applicable securities laws. Prospective investors should consult their financial professional to de-termine suitability. This presentation does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only by means of a confidential private placement memorandum and in accordance with applicable securities laws. Registration with the SEC or any other regulatory authority does not imply a certain level of skill or training.

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC ("Dynas-ty"). Dynasty is a brand name, and functions through its wholly owned subsidiary, Dynasty Wealth Management LLC ("DWM"), a registered investment adviser with the Securities and Exchange Commis-sion, when providing investment services. Any reference to the terms "registered investment adviser" or "registered" does not imply that Dynasty or any person associated with Dynasty has achieved a certain level of skill or training. A copy of DWM's current written disclosure statement discussing our advisory services and fees is available for your review upon request.

This material may contain statements that may be deemed forward-looking statements. Any such statements are not a guarantee of any future performance. Actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon cer-tain assumptions and should not be construed as indicative of actual events that will occur. The views expressed about any specific products or market information are subject to change based on market or other conditions. Past Performance is no guarantee of future results.

About Dynasty Investments

Dynasty Financial Partners' outsourced investment offerings have experienced significant growth and have been well-received by advisors who see the value in outsourcing investment management and operations. These offerings span Outsourced Chief Investment Officer (OCIO) services and model portfolios. Dynasty launched its model portfolio program in 2023, the Managed Model Series, which has seen impressive early adoption.

As of Q2 2026, Dynasty maintains $77 billion on its Turnkey Asset Management Program and has been named one of America's Best TAMPs by The Wealth Advisor. *

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). These services are offered through Dynasty Wealth Management, LLC, (“DWM”), a registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Dynasty.

*Each TAMP included in America’s Best TAMPs 2026 is based on the results of an independent survey of Wealth Advisor subscribers. The survey was deployed in December 2025. The survey uncovered advisor familiarity and overall satisfaction covering three categories set for the TAMP solution providers nominated. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMPs. The sponsorship fee has no connection to the survey results. The fee entitles providers to also receive marketing services from the Wealth Advisor. Providers have no affiliation with the Wealth Advisor. As of Q2 2026.

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third-party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

Also visit us on social media:

LinkedIn: Dynasty Financial Partners | LinkedIn

Facebook: https://www.facebook.com/DynastyFP

Instagram: https://www.instagram.com/thedynastyfp/

X: https://x.com/DynastyFP