# Dimension Capital Management LLC

> 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.

- CRD: 109380
- Filed as: DIMENSION CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109380
- AdvisorCensus page: https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380

## Quick answers

**How is Dimension Capital Management LLC compensated?**
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.

**Where is Dimension Capital Management LLC located?**
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).

**Is Dimension Capital Management LLC registered with the SEC or a state?**
Dimension Capital Management LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109380.

**How much does Dimension Capital Management LLC manage?**
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).

**How have Dimension Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Dimension Capital Management LLC serve?**
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).

**Which custodians does Dimension Capital Management LLC use?**
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.

**Does Dimension Capital Management LLC report any disciplinary disclosures?**
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

**What changed in Dimension Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $6,581,666,856 to $7,286,124,364 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Pershing
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,286,124,364
- Discretionary: $7,205,114,043
- Non-discretionary: $81,010,321

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 103 | $953,845,385 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 194 | $3,165,336,337 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,244,980 |
| Charitable organizations | 6 | $67,114,979 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 259 | $3,097,582,683 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1997 (29 years)
- Employees: 50 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- dimensioncapital.com
- LinkedIn @dimension-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,571,370,847 | 37 | March 30, 2021 |
| October 2022 | $6,275,271,510 | 42 | September 13, 2022 |
| October 2023 | $5,861,929,852 | 50 | July 28, 2023 |
| October 2024 | $6,195,276,597 | 50 | March 28, 2024 |
| October 2025 | $6,581,666,856 | 50 | March 31, 2025 |
| October 2026 | $7,286,124,364 | 50 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $6,581,666,856 to $7,286,124,364 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dimension Capital Management LLC (CRD 109380): Form ADV filing data as of October 2026.