CORAL GABLES, FLCRD 109380Latest ADV March 30, 2026
Dimension Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 30, 2026, reports $7.3B in regulatory assets under management, 50 employees, 1 office, and 570 accounts.
Assets Under Management
$7.3B
Employees
50
Offices
1 office
Total Clients
564
Primary office
CORAL GABLES, FL
2800 PONCE DE LEON BLVD, 15TH FLOOR, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 45.9% of total clients.
Top client categories% of clientsClients
1
Corporations
45.9%
259
2
Pooled Investment Vehicles
34.4%
194
3
HNWI
18.3%
103
4
Charitable
1.1%
6
5
Pension Plans
0.4%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.3Bas of March 30, 2026
Discretionary98.9%
$7.2B
99% of total RAUM98.9%
Non-discretionary1.1%
$81M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.3B
Total Accounts570
10Y AUM Change+$4.8B (+197.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee11:1
10Y Employee Change+25 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.