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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

DYNAMIS ADVISORS, LLC

CRD 136361

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ac82db3-2c21-ca0b-b2b5-459ce4e7d0d5

Data as of Feb 29, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 1
Observed: Mar 19, 2012 to Feb 29, 2016
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dynamis Advisors, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 7
Advisory employees: 2
Custody, client assets: $0
SEC number: 801-65717
CRD: 136361
Filings on the tape: 15
First filed: Mar 19, 2012
Latest filed: Feb 29, 2016
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
DYNAMIS ENERGY FUND, LP	Hedge Fund	$39.3M	Mar 19, 2012	61	Mar 19, 2012	dropped	021-158004
DYNAMIS VENTURE PARTNERS, LP	Private Equity Fund	$0	Nov 11, 2015	0	Mar 19, 2012	reported	021-141812

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOCOCK, ALEXANDER, HAMILTON	Trustee	F	yes	09/2010	Mar 19, 2012	Feb 29, 2016
BOCOCK, ALEXANDER, HAMILTON	Member	C	yes	09/1998	Mar 19, 2012	Feb 29, 2016
BOCOCK, JOHN, HOLMES	Trustee	F	yes	09/2010	Mar 19, 2012	Feb 29, 2016
BOCOCK, JOHN, HOLMES	Member	C	yes	07/1997	Mar 19, 2012	Feb 29, 2016
DOYLE, MARIANNE, BOCOCK	Trustee	F	no	09/2010	Mar 19, 2012	Feb 29, 2016
FREDERIC S. BOCOCK MARITAL TRUST ONE	Trust	C	no	09/2010	Mar 19, 2012	Feb 29, 2016
MCVEY, GEORGE, JENNINGS	CFO, CHIEF COMPLIANCE OFFICER	Na	no	07/2000	Mar 19, 2012	Feb 29, 2016
TURNAGE, NATALIE, BOCOCK	Trustee	F	no	09/2010	Mar 19, 2012	Feb 29, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INVESTMENT MANAGEMENT OF VIRGINIA, LLC	n/a	Former SEC adviser	$571M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlottesville	Va	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Feb 29, 2016	n/a	n/a	7	2	n/a	n/a	n/a
2014	Feb 12, 2015	$14.4M	$14.4M	8	2	n/a	1	$14.4M
2013	Feb 20, 2014	$24.8M	$24.8M	8	2	n/a	1	$24.8M
2012	Mar 13, 2013	$24.8M	$24.8M	8	3	n/a	1	$24.8M
2011	Mar 19, 2012	$56.2M	$56.2M	n/a	n/a	n/a	2	$56.2M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	n/a	$14.4M	n/a	$24.8M	n/a	7	8	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PINNACLE ASSOCIATES, LTD.	2	May 17, 2016	May 18, 2023	RICHMOND, VA	Team lift out	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INVESTMENT MANAGEMENT OF VIRGINIA, LLC	2	Dec 11, 2023	Mar 23, 2007	RICHMOND, VA	Team lift out	Other	33.3%

Relationships

Affiliated with (1)

→ INVESTMENT MANAGEMENT OF VIRGINIA, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (4)

← MCVEY, GEORGE, JENNINGSOwnerCFO, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 19, 2012 to presentfactForm ADV
← TURNAGE, NATALIE, BOCOCKOwnerTRUSTEE, ownership code F, individual
Mar 19, 2012 to presentfactForm ADV
← DOYLE, MARIANNE, BOCOCKOwnerTRUSTEE, ownership code F, individual
Mar 19, 2012 to presentfactForm ADV
← FREDERIC S. BOCOCK MARITAL TRUST ONEOwnerTRUST, ownership code C, domestic entity
Mar 19, 2012 to presentfactForm ADV

Controls (2)

← BOCOCK, JOHN, HOLMESOwnerTRUSTEE, ownership code F, individual
Mar 19, 2012 to presentfactForm ADV
← BOCOCK, ALEXANDER, HAMILTONOwnerTRUSTEE, ownership code F, individual
Mar 19, 2012 to presentfactForm ADV

Advises (2)

→ DYNAMIS VENTURE PARTNERS, LPPrivate fundPrivate Equity Fund, IA
Mar 19, 2012 to presentfactForm ADV
→ DYNAMIS ENERGY FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 19, 2012 to Mar 19, 2012factForm ADV

Moved with (2)

→ PINNACLE ASSOCIATES, LTD.Registered adviser2 advisors, team lift out, same day
May 17, 2016 to May 18, 2023factForm ADV
← INVESTMENT MANAGEMENT OF VIRGINIA, LLCRegistered adviser2 advisors, team lift out, same day
Dec 11, 2023 to Mar 23, 2007factForm ADV

Registered with (3)

← GEORGE JENNINGS MCVEYAdvisorregistration: previous registration
Mar 23, 2007 to May 17, 2016factForm ADV
← JOHN HOLMES BOCOCKAdvisorregistration: previous registration
Mar 23, 2007 to May 17, 2016factForm ADV
← Mark Andrew LevinAdvisorregistration: previous registration
Mar 13, 2007 to Feb 13, 2009factForm ADV

Dated events

Occurred
Dec 11, 2023
Team lift-out
2 advisors left Investment Management OF Virginia, LLC (Richmond, VA) for Dynamis Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ac82db3-2c21-ca0b-b2b5-459ce4e7d0d5
First observed: Mar 19, 2012
Last observed: Feb 29, 2016 128 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DYNAMIS ADVISORS, LLC

CRD 136361

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ac82db3-2c21-ca0b-b2b5-459ce4e7d0d5

Data as of Feb 29, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DYNAMIS ENERGY FUND, LP

Hedge Fund

$39.3M

Mar 19, 2012

dropped

021-158004

DYNAMIS VENTURE PARTNERS, LP

Private Equity Fund

Nov 11, 2015

Mar 19, 2012

reported

021-141812

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOCOCK, ALEXANDER, HAMILTON

Trustee

yes

09/2010

Mar 19, 2012

Feb 29, 2016

BOCOCK, ALEXANDER, HAMILTON

Member

yes

09/1998

Mar 19, 2012

Feb 29, 2016

BOCOCK, JOHN, HOLMES

Trustee

yes

09/2010

Mar 19, 2012

Feb 29, 2016

BOCOCK, JOHN, HOLMES

Member

yes

07/1997

Mar 19, 2012

Feb 29, 2016

DOYLE, MARIANNE, BOCOCK

Trustee

09/2010

Mar 19, 2012

Feb 29, 2016

FREDERIC S. BOCOCK MARITAL TRUST ONE

Trust

09/2010

Mar 19, 2012

Feb 29, 2016

MCVEY, GEORGE, JENNINGS

CFO, CHIEF COMPLIANCE OFFICER

07/2000

Mar 19, 2012

Feb 29, 2016

TURNAGE, NATALIE, BOCOCK

Trustee

09/2010

Mar 19, 2012

Feb 29, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INVESTMENT MANAGEMENT OF VIRGINIA, LLC

n/a

Former SEC adviser

$571M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Charlottesville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Feb 29, 2016

n/a

2014

Feb 12, 2015

$14.4M

n/a

$14.4M

2013

Feb 20, 2014

$24.8M

n/a

$24.8M

2012

Mar 13, 2013

$24.8M

n/a

$24.8M

2011

Mar 19, 2012

$56.2M

n/a

$56.2M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

n/a

$14.4M

n/a

$24.8M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PINNACLE ASSOCIATES, LTD.

May 17, 2016

May 18, 2023

RICHMOND, VA

Team lift out

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INVESTMENT MANAGEMENT OF VIRGINIA, LLC

Dec 11, 2023

Mar 23, 2007

RICHMOND, VA

Team lift out

Other

33.3%