Dynasty Spear LLC
Dynasty Spear LLC is a private equity fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Jul 2, 2025, it has sold $13,225,000 of interests to 42 investors since its first sale in Apr 2025. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include PPB DS Mgt LLC; Dynasty Wealth Management LLC; Brendan Lake.
- Total raised
- $13,225,000Cumulative sales reported on Form D
- Investors
- 42
- First sale
- Apr 1, 2025
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- PPB DS Mgt LLC; Dynasty Wealth Management LLC; Brendan Lake
- Latest Form D
- Jul 2, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Dynasty Spear LLC
What is the minimum investment for Dynasty Spear LLC?
According to its latest Form D, filed Jul 2, 2025, the minimum investment Dynasty Spear LLC accepts from an outside investor is $100,000.
Who can invest in Dynasty Spear LLC?
Dynasty Spear LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Dynasty Spear LLC raised?
Dynasty Spear LLC reports $13,225,000 sold from 42 investors on its Form D filed Jul 2, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Dynasty Spear LLC based?
Dynasty Spear LLC is based in West Conshohocken, Pennsylvania and is managed by Dynasty Wealth Management, LLC.
When did Dynasty Spear LLC launch?
Dynasty Spear LLC reports its first sale in Apr 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 48% of the 267 private equity funds based in Pennsylvania, and more than 46% of all 9,142 that report sales.