DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D•••••• C••• C•••••• P•••••••
Asset manager (funds and pooled vehicles)Jacksonville Beach, FloridaCRD 282733SEC 801-107768websiteIAPD
Legal name D•••• C•••• • C••••••• I••
Latest filing Mar 31, 2026
First filing on the tape Apr 25, 2016 · 18 filings
SEC status approved since May 9, 2016
RAUM
$425M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
12 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
6
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$425M as of Mar 31, 2026
Mar 28, 2017$211M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20170 then
Employees (5.A)17 as of Mar 31, 2026
Mar 28, 20178 then
Private funds6 as of Mar 31, 2026
Mar 28, 20172 then
RAUM +5.6% over the last fiscal year-5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $17.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.4M, 24 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$425M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.4M for 24 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••• F••• I•• L• | Private Equity Fund | $45.4M | 28 | Mar 28, 2017 |
| D••• F••• I••• L• | Private Equity Fund | $25.8M | 53 | Mar 31, 2022 |
| D••• F•••• L• | Private Equity Fund | $19.1M | 3 | Apr 25, 2016 |
| D••• ••• S••• L••• | Private Equity Fund | $18.2M | 2 | Mar 30, 2018 |
| D• F•••••• F•••• L• | Private Equity Fund | $6.6M | 1 | Mar 31, 2022 |
| D•••• C•••• F••• I•• L•no longer reported | Private Equity Fund | $2.9M | 14 | Apr 25, 2016 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• T•••••• J••••• · Managing Partner, Director, President, Treasurer, Secretary, Shareholder (Class A, Common)controlsince 11/2003 · owns 25% to 50%
- C•••••••• M•••••••• M•••• · Cfo/Ccocontrolsince 10/2015 · owns less than 5%
- H•••••••• M••••••• P••• · Partner, Vice President, Asst. Secretary, Shareholder (Class A, Common)controlsince 06/2012 · owns 25% to 50%
- P••••• B••••• L•• · Managing Partner, Vice President, Asst. Secretary, Shareholder (Class A, Common)controlsince 12/2004 · owns 25% to 50%
Related persons
Schedule D 7.A
- D• F•••••• I••••••••• L••pooled vehicle sponsorn
- D• P•••••• G••• I••••••••• L••pooled vehicle sponsorn
- D• S•••• H••• S••••••• I••••••••• L••pooled vehicle sponsorn
- D• S•••• I••••••• I••••••••• L••pooled vehicle sponsorn
- D••• •••• F••• I••••••••• L••pooled vehicle sponsorn
- D••• E••••••••• I••••••••• L••pooled vehicle sponsorn
- D••• F••• I••••••••• L••pooled vehicle sponsorn
- D••• I•••••••• I•• L••pooled vehicle sponsorn
- D••• I•••••••• I••• L••pooled vehicle sponsorn
- D••• L•••• I••••••••• L••pooled vehicle sponsorn
- D••• M•• R••••• I••••••••• L••pooled vehicle sponsorn
- D••• P••••••• P•••• I••••••••• L••pooled vehicle sponsorn
- D••• R••••• I••••••••• L••pooled vehicle sponsorn
- D••• S•• I••••••••• L••pooled vehicle sponsorn
- D••• T••• P•••• I••••••••• L••pooled vehicle sponsorn
- D••• U••• I••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Miami Beach, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 24May 28, 2025 to Mar 31, 2026
- Advisory employees · 13 to 12May 28, 2025 to Mar 31, 2026
- Business name · D•••• C•••• to D•••••• C••• C•••••• P•••••••May 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 24May 28, 2025 to Mar 31, 2026
- Assets in custody · $2.0M to $6.4MMay 28, 2025 to Mar 31, 2026
- Employees · 18 to 17May 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $403M to $425MMay 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $403M to $425MMay 28, 2025 to Mar 31, 2026
- RAUM · $403M to $425MMay 28, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 28, 2025
- Accounts · 22 to 26Jan 14, 2025 to Mar 31, 2025
- Advisory employees · 15 to 13Jan 14, 2025 to Mar 31, 2025
- Pooled vehicle clients · 22 to 26Jan 14, 2025 to Mar 31, 2025
- Assets in custody · $7.9M to $2.0MJan 14, 2025 to Mar 31, 2025
- Employees · 20 to 18Jan 14, 2025 to Mar 31, 2025
- Other offices · 2 to 3Jan 14, 2025 to Mar 31, 2025
- Private funds · 5 to 6Jan 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $416M to $403MJan 14, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $416M to $403MJan 14, 2025 to Mar 31, 2025
- RAUM · $416M to $403MJan 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $425M to $416MApr 12, 2024 to Apr 24, 2024
- Pooled vehicle RAUM · $425M to $416MApr 12, 2024 to Apr 24, 2024
- RAUM · $425M to $416MApr 12, 2024 to Apr 24, 2024
- Discretionary RAUM · $414M to $425MMar 28, 2024 to Apr 12, 2024
- Pooled vehicle RAUM · $414M to $425MMar 28, 2024 to Apr 12, 2024
- RAUM · $414M to $425MMar 28, 2024 to Apr 12, 2024
- Accounts · 21 to 22Nov 8, 2023 to Mar 28, 2024
- Advisory employees · 13 to 15Nov 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 21 to 22Nov 8, 2023 to Mar 28, 2024
- Assets in custody · $1.9M to $7.9MNov 8, 2023 to Mar 28, 2024
- Employees · 17 to 20Nov 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $509M to $414MNov 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $509M to $414MNov 8, 2023 to Mar 28, 2024
- RAUM · $509M to $414MNov 8, 2023 to Mar 28, 2024
- Accounts · 19 to 21Oct 13, 2022 to Mar 31, 2023
- Pooled vehicle clients · 19 to 21Oct 13, 2022 to Mar 31, 2023
- Assets in custody · $0 to $1.9MOct 13, 2022 to Mar 31, 2023
- Discretionary RAUM · $482M to $509MOct 13, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $482M to $509MOct 13, 2022 to Mar 31, 2023
- RAUM · $482M to $509MOct 13, 2022 to Mar 31, 2023
Signals
6 dated events
- D•••••• C••• C•••••• P••••••• reported RAUM $478.4M, up 53% from $312.6M (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- D•••••• C••• C•••••• P••••••• reported RAUM $400.6M, up 42% from $281.4M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- John Frank Pados (Partner, Director, Chairman, Vice President, Shareholder (Class A, Common)) no longer on Schedule A of D•••••• C••• C•••••• P••••••• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Nelson Ronald Dubin (Founder, Shareholder (Class A, Common)) no longer on Schedule A of D•••••• C••• C•••••• P••••••• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Thomas Joseph Clark (Founder, Shareholder (Class A, Common)) no longer on Schedule A of D•••••• C••• C•••••• P••••••• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- D•••• C•••• • C•••••• filed its initial SEC registration (Form ADV)Apr 25, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D•••••• C••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- D•••• C•••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dynamiccorecapitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- D••••••C•••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 904-799-1984reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026