Dimension Capital Management - Wealth Management | Family Office

Overview

DIMENSION CAPITAL MANAGEMENT LLC, CRD 109380, is registered with the Securities and Exchange Commission as an investment adviser.¹² Its headquarters is in Coral Gables, Florida, and it has an additional office in New York City.⁶

Services

The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients.² It also selects other investment advisers.² The firm describes customized portfolios spanning traditional equity, fixed income, hedge funds, private equity, private credit, and real estate.¹ It states that pooled vehicles aggregate client resources to seek economies of scale.³ The firm combines active management with index investing and exchange-traded funds to customize portfolios.³ It provides consolidated reporting across custodians and non-custodied positions.³

What the firm offers

• Investment management
• Private and alternative investments

Client focus

Reported client categories include high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and other clients.² The filing reports 103 high-net-worth individual clients, 194 pooled investment vehicle clients, two pension and profit-sharing plan clients, six charitable organization clients, and 259 other clients.²

Investment philosophy and approach

The firm says its investment decisions consider long-term goals, risk tolerance, and the economic and market outlook.³ It says its approach combines active management, index investing, and exchange-traded funds to customize portfolios.³

Assets and minimums

Regulatory assets under management were $7,286,124,364 as of March 30, 2026.² The filing reports $953,845,385 for high-net-worth individuals, $3,165,336,337 for pooled investment vehicles, $2,244,980 for pension and profit-sharing plans, $67,114,979 for charitable organizations, and $3,097,582,683 for other clients as of March 30, 2026.²

By the numbers

FAQs

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Sources

1. SEC Form CRS, accessed/as of March 30, 2026:
2. SEC AdviserInfo firm summary, accessed/as of March 30, 2026:
3. Dimension Capital Management services, accessed October 23, 2026:
4. SEC AdviserInfo firm summary, additional office record, accessed/as of March 30, 2026:
5. SEC AdviserInfo firm summary, assets and client categories, accessed/as of March 30, 2026:
6. Dimension Capital Management about page, accessed October 23, 2026:

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.