{
  "crd_number": 109380,
  "slug": "dimension-capital-management-llc-coral-gables-fl-109380",
  "primary_business_name": "DIMENSION CAPITAL MANAGEMENT LLC",
  "legal_name": "DIMENSION CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-06-18",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 7286124364.0,
  "raum_discretionary": 7205114043.0,
  "raum_non_discretionary": 81010321.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 50,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 67114979.0,
      "count": 6
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2244980.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 953845385.0,
      "count": 103
    },
    "pooled_investment_vehicles": {
      "raum": 3165336337.0,
      "count": 194
    },
    "corporations_other_businesses": {
      "raum": 3097582683.0,
      "count": 259
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DE",
    "FL",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://dimensioncapital.com",
    "https://linkedin.com/company/dimension-capital-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109380",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380",
  "display_name": "Dimension Capital Management LLC",
  "summary": "Dimension Capital Management LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 1997, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Dimension Capital Management LLC (CRD 109380): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Dimension Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dimension Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dimension Capital Management LLC located?",
      "a": "Dimension Capital Management LLC's principal office is in Coral Gables, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dimension Capital Management LLC registered with the SEC or a state?",
      "a": "Dimension Capital Management LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109380."
    },
    {
      "q": "How much does Dimension Capital Management LLC manage?",
      "a": "Dimension Capital Management LLC reports $7,286,124,364 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Dimension Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dimension Capital Management LLC: Regulatory assets under management: $4,571,370,847 in the October 2021 data and $7,286,124,364 in the October 2026 data, up 59%. Total employees: 37 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dimension Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (259); pooled investment vehicles (other than investment companies and business development companies) (194); high net worth individuals (103)."
    },
    {
      "q": "Which custodians does Dimension Capital Management LLC use?",
      "a": "Dimension Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Pershing and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dimension Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109380"
    },
    {
      "q": "What changed in Dimension Capital Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $6,581,666,856 to $7,286,124,364 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4571370847.0,
      "total_employees": 37,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6275271510.0,
      "total_employees": 42,
      "filing_date": "2022-09-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5861929852.0,
      "total_employees": 50,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6195276597.0,
      "total_employees": 50,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6581666856.0,
      "total_employees": 50,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7286124364.0,
      "total_employees": 50,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $6,581,666,856 to $7,286,124,364 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Pershing",
      "name_as_filed": "BNY PERSHING",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 103,
      "fewer_than_5": false,
      "raum": 953845385.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 194,
      "fewer_than_5": false,
      "raum": 3165336337.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2244980.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 67114979.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 259,
      "fewer_than_5": false,
      "raum": 3097582683.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109380",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}