# Capital Dynamics: portfolio, investments and team > Capital Dynamics is a private equity based in Switzerland. 1 investment on record, latest Jul 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/capital-dynamics (Millionrounds; every figure on the page links to its filing or article) Switzerland · [Investor](https://millionrounds.com/investors) # Capital Dynamics Filed with the SEC to raise a fund in Jun 2026, closing $103M. Last cheque observed Jul 2014. Email Private equity Quiet New fund $103M, Jun 2026 Financial Services Follow Capital Dynamics and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fcapital-dynamics) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4491** days **00** hrs **00** min **00** sec Rounds led **0 of 1** Sole investor **1 rounds** Pitch Capital Dynamics ## Capital Dynamics highlights - 01 1 rounds on record - 02 Sole investor in 1 rounds, median undisclosed ## What they do > Filed 2 private fund offerings with the SEC, the most recent in 2024-10 From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Financial Services - **Based in:** Zug, Switzerland - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2014** 1 round - **Jul** **[NTE Energy](https://millionrounds.com/company/nte-energy)** US **Undisclosed** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AA **Adam A. Valkin** Managing Director of the General Partner i Filing they signed AJ **Aleksander Jakima** Manager i Filing they signed AB **Andrew Beaton** Director of the Sole Member of the General Partner i Filing they signed AG **Andrew Glenn Bernstein** Executive Committee Member i Form ADV AR **Andrew Reid** Director i Filing they signed AW **Angela Willetts** Director i Filing they signed BA **Barney Alistair Coles** Executive Committee Member i Form ADV BJ **Brian J. Shortsleeve** Managing Director of the General Partner i Filing they signed BG **Bryn Gareth Gostin** Executive Committee Member i Form ADV CM **Carl McConnell** Director of the Sole Member of the General Partner i Filing they signed CH **Carolin Hirschbiel** Executive Committee Member i Form ADV CD **Cynthia Duda** Director of the Sole Member of the General Partner i Filing they signed DB **Dario Bertagna** Executive Committee Member i Form ADV DJ **David J. Orfao** Managing Director of the General Partner i Filing they signed DM **David McGuiness** Director of the Sole Member of the General Partner i Filing they signed DP **David P. Fialkow** Managing Director of the General Partner i Filing they signed DW **David Woolford** Director of the Sole Member of the General Partner i Filing they signed EF **Ed Fletcher** Director of the Sole Member of the General Partner i Filing they signed EN **Emily Newbald** Director of the Sole Member of the General Partner i Filing they signed EA **Emma Anderson** Director of the Sole Member of the General Partner i Filing they signed GC **Gavin Caruthers** Authorized Officer i Filing they signed GG **George Georgiou** Director of the General Partner i Filing they signed GG **George Georiou** Director i Filing they signed GC **Gren Carr-Jones** Manager i Filing they signed We also hold **54** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$3.6B** assets it manages, 3 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Capital Dynamics AG - **SEC number:** CRD 130320 Funds on its Form ADV **31** private funds, **$2.0B** in gross assets · filed Mar 2024 Private equity **25** Venture **6** - CD Clean Energy and Infrastructure VII-A, L.P. *Private equity* 16 investors $228M - Capital Dynamics Global Secondaries V (US) L.P. *Private equity* 100 investors $211M - Capital Dynamics Global Secondaries IV, L.P. *Private equity* 36 investors $157M - Capital Dynamics Transaction Partners 2021 L.P. *Private equity* 88 investors $149M - Capital Dynamics Clean Energy Infrastructure Fund X-C (Delaware), L.P. *Private equity* 3 investors $140M - Capital Dynamics Champion Ventures VII L.P. *Venture* 42 investors $136M - Capital Dynamics Strategic Small CAP Program L.P. *Private equity* 1 investor $128M - Capital Dynamics Global Secondaries VI (US), L.P. *Private equity* 47 investors $105M - Capital Dynamics Mid-Market Direct IV (U.s.), L.P. *Private equity* 33 investors $104M - Capital Dynamics US Venture VII Holding L.P. *Venture* 2 investors $100M And 21 more on the filing. Who backs their funds ## 1 LP on record in Capital Dynamics's funds - **Committed:** $465M - **Funds:** 1 - **Vintages:** 2007 The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Mar 2026. - [**California Public Employees' Retirement System (CalPERS)** 1 fund *$465M*](https://millionrounds.com/fund/california-public-employees) Fund Vintage Committed CalPERS Clean Energy & Technology Fund 2007 $465M New fund on file **$103M** raised in Jun 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Median round joined **-** the round, not its cheque Alone, median **-** Led 0 of 1 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Jul 2014 **Pitching Capital Dynamics?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Capital Dynamics ### What does Capital Dynamics invest in? Capital Dynamics says it invests in Financial Services. ### How active is Capital Dynamics? 1 investments on record, 0 of them in the last 12 months. The most recent was in Jul 2014. ### Is Capital Dynamics investing now? No investments in the last 12 months; the latest was in Jul 2014. ### What kind of investor is Capital Dynamics? Capital Dynamics is a private equity firm based in Zug, Switzerland. ### How much does Capital Dynamics manage? About $3.6B, as assets under management, 3 advisers added together (Oct 2026). ### Has Capital Dynamics raised a new fund? Its latest fund filing with the SEC was in Jun 2026, reporting $103M raised. ### When was Capital Dynamics founded? Capital Dynamics was founded in 1999. ### Where does this information on Capital Dynamics come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? 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