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DIMENSION CAPITAL MANAGEMENT LLC
CRD 109380File 801-54709
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.29B
Top 10% of cohort (national)
Discretionary AUM
$7.21B
Non-discretionary $81.0M
Clients
564
570 accounts
Employees
50
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 18, 1997
- Principal office
- 2800 PONCE DE LEON BLVD, 15TH FLOOR, CORAL GABLES, FL, 33134
- Phone
- 305-371-2776
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.29B
- Discretionary AUM
- $7.21B
- Non-discretionary AUM
- $81.0M
- Discretionary accounts
- 564
- Non-discretionary accounts
- 6
- Total accounts
- 570
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 259 | $3.10B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 6 | $67.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 103 | $953.8M |
| Pooled investment vehicles | 194 | $3.17B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 2 | $2.2M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 587 | 564 | decreased by23 |
| Apr 1, 2026 | AUM | $6,581,666,856 | $7,286,124,364 | increased by$704,457,508 |
| Apr 1, 2026 | Accounts | 587 | 570 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 50 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 576 | 587 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,275,271,510 | $6,581,666,856 | increased by$306,395,346 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 580 | 587 | increased by7 |
| Apr 1, 2022 | Employees | 37 | 42 | increased by5 |
| Apr 1, 2022 | Clients | 493 | 576 | increased by83 |
| Apr 1, 2022 | AUM | $4,571,370,847 | $6,275,271,510 | increased by$1,703,900,663 |
| Apr 1, 2022 | Accounts | 497 | 580 | increased by83 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIMENSION CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIMENSION CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.