Dimension Capital Management LLC

Dimension Capital Management LLC, established in 1980 and registered with the SEC since 1997, offers wealth management and accounting services with regulatory assets under management totaling $6.58 billion as of December 31, 2024. The firm provides investment advisory services on a discretionary and non-discretionary basis to various clients, offering a wide range of asset allocation and investment advisory services. DCM's investment platform covers traditional equity and fixed income to alternative investment strategies like hedge funds and private equity. The firm customizes portfolios based on client objectives and uses third-party managers selected for their team, process, and performance. DCM charges tiered percentage fees based on assets under management, ranging from 1.00% for the first $10 million to 0.55% for amounts over $160 million. The firm may negotiate fee structures, including performance incentive fees. DCM also acts as the investment advisor to private funds and special purpose vehicles, providing consolidated reporting services and fund administration. The firm has a Code of Ethics and does not have a history of legal or disciplinary events in the past 10 years. DCM does not exercise proxy voting authority over client securities and provides periodic investment monitoring and supervisory services. The firm does not compensate third parties for client referrals and maintains custody of certain client assets. Clients receive proxy voting information directly from third-party managers or custodians. DCM does not advise on legal proceedings involving client securities and has not filed for bankruptcy.