Dynasty Wealth shares readying for Takeoff

July 08, 2020

The price of a Dynasty Wealth (DW) partnership unit or share is projected to increase to a liquid $9 by end of 2020 as compared to the $1 per unit conversion price for all of the notes purchased by partners since 2015.  The projected unit price by end of 2022 is $90.  The price of a partnership unit could potentially get to $900 by 2025.  A 900 times increase in the price of a partnership unit assumes that DW’s very innovative digital VC model gains traction. 

The primary driver of the exponential increases in DW’s valuation is its investment management subsidiary, Alpha Edge Partners (AEP).  AEP is projecting annualized recurring gross investment management fee income of $15 million by end of 2020, and $75 million by end of 2021.  Below are the fee income growth drivers:      

• DW’s Bull & Bear Tracker (BBT) algorithm is AEP’s magnet to attract a minimum of $5 billion of assets to manage by end of 2021.  BBT has generated gains for 12 consecutive months ending June 30, 2020, with a non-compounded cumulative return of 99.6%. 
• AEP’s registered investment advisor (RIA) partner, Lions Gate (LGA) will commence the marketing of AEP’s asset management products to its 195 independent investment management firm affiliates by September 2020.

The key for a DW partnership unit to get a price of $900 by 2025 is for DW to fully leverage its digital VC business model.  The May 31, 2019 memo “Evolution of Dynasty Wealth, Wealth Builder and digital VC industry” provided details about the evolution of Dynasty Wealth and its very innovative digital VC model.  Click here for access to an outline of all of the key developments for Dynasty Wealth from 2014-2020.

Included in the digital VC memo was a description for wealth builder which has since emerged as a new product category for the investment management industry. A wealth builder utilizes a trading algorithm or system to create cash flow to replenish the cash that a portfolio utilizes to invest in alternative investments including startups, penny stocks, equipment leasing and commercial real estate.  The first wealth builder investment management product which continues to utilize the alerts from DW’s Bull & Bear Tracker algorithm was “Kuvera Wealth Builder”.  

The June 20, 2020 DW partner update entitled “Most significant development throughout Dynasty Wealth’s history has occurred” provided details about three new wealth builder products.   The three are among the six new AEP products offered by registered investment advisor Lions Gate.   The percentage allocated to alternative investments including startups ranges from 20% to 50% for the three AEP wealth builder products that are now being offered by LGA.  

Each $1 billion invested in AEP’s wealth builder product offerings which will eventually be marketed by hundreds of independent registered investment advisor firms equates to $200 million to $500 million of discretionary capital for AEP to invest in alternative investments and DW startups.  The mandated capital that AEP could soon have discretion to invest in startups will enable DW to potentially become recognized as one of the world’s largest providers of venture capital by as soon as the end of 2020. 

The development of the wealth builder product and it being offered as an investment management product by a SEC registered investment advisor (LGA) who is affiliated with 195 other independent RIA firms is the “most significant development throughout Dynasty Wealth’s history”.  However, the flow of cash from the (LGA-AEP-DW) wealth builder cookie cutter into the first startup will become the most significant development.  Upon that happening the “digital VC model” will have been perfected.  The four-minute video below explains why the perfection of a digital model can result in an immediate $1 billion valuation for the startup which perfected the application.

Due to the passage of the JOBS Act digital VCs and wealth builder products will become ubiquitous.  Under the newly enacted SEC Regulation CF, unaccredited investors can invest in private startups for the first time since the SEC was established in 1933. 

With the AEP Wealth Builder, the first investment management product for accredited investors in the new wealth builder category, DW will be recognized by investors and investment management professionals as among the most innovative of financial services providers on the planet.  This will enable DW to be compared to BlackRock. 

Publicly traded Black Rock (NYSE:BLK), a leading innovator in the financial services industry, with a recent market cap of $84 billion is best used to describe the upside for the DW, the digital VC model and the digital VC industry.  BlackRock is a leading developer and manager of ETFs. The firm makes private equity investments for the behalf of its institutional and high net worth clients.  Read Bloomberg 10/24/19 article “BlackRock’s Institutional Clients Moving to Private Capital”.   

Blackrock similar to Dynasty Wealth was founded in 1988 as a partnership.  Since its October 1999, IPO its shares have significantly outperformed the shares of all traditional brokers including Goldman Sachs and Morgan Stanley.   The chart below depicts that BlackRock shares increased by 3,501% as compared to increases of 181% for Goldman Sachs and 1.3% for Morgan Stanley from October 1, 1999 to June 30, 2020.