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 SEC-registered investment manager organized as an LLC and operating since the late 1990s. The firm combines roles typical of an independent RIA and a multifaceted fund manager: it runs private funds (including private equity and hedge funds), serves as a capital allocator to third-party managers, and provides portfolio management for individuals, pooled vehicles and institutional clients. Dimension also performs selection-of-adviser functions and acts in sponsor/GP and CPO/CTA capacities. Its client base spans high-net-worth individuals and families as well as institutional investors. Fee arrangements vary by engagement and include AUM-based fees, fixed fees and performance-linked compensation. The firm does not present itself as an ESG-focused investor. A past industry recognition: it appeared in the Financial Times’ Top 300 RIA Firms list in 2020.