On February 5, 2026, Dynasty Financial Partners announced that it had secured a minority investment from Fortress Investment Group in its latest funding round.
Dynasty Financial Partners (“Dynasty”) announced, on February 5, 2026, that it closed a minority capital raise. The capital raise was supported by Dynasty stakeholders, long-standing investors, such as the Charles Schwab Corporation, BlackRock, JPMorgan Asset Management, Abry Partners, Glick Family Office and Dynasty chair Harvey Golub, as well as new investor Fortress Investment Group (“Fortress”). Further terms of the deal were not disclosed.
Dynasty, based in St. Petersburg, Florida, is a platform comprising a network of registered investment advisors. Dynasty has over $125 billion in platform assets.
Fortress, based in New York, is a registered investment advisor involved in corporate credit, asset-based finance, real estate, private equity, and insurance solutions. As of September 2025, Fortress had $54 billion in managed assets.
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