Dimension Capital Management LLC

RIASEC RegisteredEst. 1997

Total AUM

$7.3B

Discretionary

$7.2B

99% of AUM

Avg account

$12.8M

Accounts

570

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 109380
Registered since: June 18, 1997
Website: dimensioncapital.com
Custodians: BNY PERSHING, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles43.44%
Corporations / Businesses42.51%
HNWI13.09%
Charitable Organizations0.92%
Pension & Profit Sharing Plans0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dimension Capital Management LLC is an independent advisory and fund management firm that combines registered RIA services with active private fund management. The firm acts as a capital allocator across multiple strategies, operating hedge funds and private equity funds while also providing discretionary portfolio management for individuals, pooled vehicles, and institutional clients. Dimension serves both individual and family clients as well as institutional investors, and it offers selection-of-other-advisers services and commodity pool/CTA-related activity. Its fee schedules include asset-based fees, fixed fees, and performance-based compensation. The firm does not identify as an active ESG investor. Financial Times named the firm among the Top 300 RIA Firms in 2020.