DIMENSION CAPITAL MANAGEMENT LLC
SEC RegisteredOpening the investment world to you.
About the firm
At Dimension Capital, we offer access to differentiated investing opportunities around the globe to support clients in achieving their goals. Since 1980, they have been advising U.S. and international investors, harnessing relationships with top-tier institutional money managers worldwide to build comprehensive and customized portfolios to help meet client needs and preserve wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Access to differentiated investing opportunities around the globe; building comprehensive and customized portfolios through relationships with top-tier institutional money managers worldwide to help meet client needs and preserve wealth.
Who they serve
U.S. and international investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 103 | $954M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 194 | $3.2B |
| Charitable Organizations | 2 | $2.2M |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10mm | 1.00% |
| $10mm to $20mm | 0.90% |
| $20mm to $40mm | 0.80% |
| $40mm to $80mm | 0.70% |
| $80mm to $160mm | 0.60% |
| Over $160mm | 0.55% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIMENSION CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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