DIMENSION MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
322490
Registered since
September 14, 2022

Firm profile

FINTRX

Overview

Dimension Management, L.P. is organized as a limited partnership and registered with the SEC in 2022. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory practice with retail clients. Its reported business activity is classified as other financial product salesperson, and it does not identify as an active ESG investor or a capital allocator. Ownership is listed as individual rather than institutional or corporate. Investment activity centers on private fund management, with a clear emphasis on venture capital strategies. As a sponsor and GP, the firm’s role is focused on fund formation, portfolio company selection and ongoing fund governance rather than managing separate accounts for individual advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Zavain Dar

    Founder & Managing PartnerCRD 7624723

  • Nan Li

    Founder & Managing PartnerCRD 7229676

  • ADAM GOULBURN

    Founder & Managing PartnerCRD 7624720

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
632 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth