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DYNAMIC BETA INVESTMENTS LLC
CRD 164972File 801-77106
APPROVED
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.67B
Top 25% of cohort (national)
Discretionary AUM
$5.67B
Clients
7
7 accounts
Employees
7
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 4, 2012
- Principal office
- 30 E ELM ST, 2ND FLOOR, GREENWICH, CT, 06830
- Phone
- 646-837-7030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.67B
- Discretionary AUM
- $5.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $810.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $3.71B |
| Pooled investment vehicles | 4 | $1.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.