DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D•••••••• C•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 30, 2012 · 29 filings
SEC status approved since Jun 18, 1997
RAUM
$7.3B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
13%
$954M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
50
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
94
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$7.3B as of Mar 30, 2026
Mar 30, 2012$611M then
HNW client RAUM$954M as of Mar 30, 2026
Mar 31, 2018$868M then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20120 then
Employees (5.A)50 as of Mar 30, 2026
Mar 22, 201315 then
Private funds94 as of Mar 30, 2026
Mar 30, 20126 then
RAUM +11% over the last fiscal year+7.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.3MderivedHNW RAUM over HNW clients
- Average account
- $12.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -12%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $3.3B, 200 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.2B43%
- Corporations and businesses$3.1B43%
- High-net-worth individuals$954M13%
- Charitable organizations$67.1M0.9%
- Pension and profit-sharing plans$2.2M0.0%
- Individual clients
- 0reported
- HNW clients
- 103reported
- Pension plan clients
- 2reported
- Charitable clients
- 6reported
- Accounts
- 570reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.3B for 200 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.13 fund_share=0.43 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
94 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•• B•••••• A• A• S••••• O• D•• P•••••• E••••• P•••••• L•• | Private Equity Fund | $66.3M | 52 | Mar 29, 2019 |
| D•• L•• D•••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $55.5M | 53 | Mar 30, 2021 |
| D•• E•••• D••••• F•••• L• | Hedge Fund | $46.6M | 55 | Mar 30, 2012 |
| D•• P•• H••••••••• A• A• S••••• O• D•• P•••••• E•••• P••••••• L•• | Private Equity Fund | $45.5M | 71 | Mar 28, 2024 |
| D•• V• L••• O••• F•••• L• | Hedge Fund | $33.7M | 35 | Mar 22, 2013 |
| D•• B••• X•• F••• L•• | Private Equity Fund | $33.0M | 29 | Mar 31, 2018 |
| D•• S•••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $31.3M | 40 | Mar 31, 2018 |
| D•• E••••••• O••• A• A• S••••• O• D•• O•••••• F•••• L•• | Hedge Fund | $30.6M | 36 | Mar 31, 2018 |
| D•• H• A•••••••• F••• L•• | Private Equity Fund | $28.1M | 29 | Mar 31, 2018 |
| D•• N•• F••• V• L•• | Private Equity Fund | $27.6M | 23 | Mar 31, 2018 |
| D•• S•••••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $25.1M | 42 | Mar 29, 2019 |
| D•• T•••• X• L•• | Private Equity Fund | $23.9M | 32 | Mar 29, 2019 |
| D•• B••••••••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $23.7M | 75 | Mar 31, 2022 |
| D•• T•••• X• F••• L•• | Private Equity Fund | $21.0M | 62 | Mar 31, 2022 |
| D•• C•• F••• L•• | Private Equity Fund | $21.0M | 29 | Mar 29, 2019 |
| D•• T•••• X•• F••• L•• | Private Equity Fund | $20.2M | 38 | Mar 30, 2021 |
| D•• C••• H• F••• L•• | Private Equity Fund | $19.5M | 9 | Mar 31, 2018 |
| D•• H• E••••• M•••• F••• L•• | Private Equity Fund | $19.2M | 35 | Mar 30, 2021 |
| D•• O•••••••• F••• L•• | Private Equity Fund | $17.8M | 34 | Mar 30, 2020 |
| D•• P••••••••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $17.3M | 75 | Mar 31, 2022 |
| D•• N•• I•• F••• L•• | Private Equity Fund | $16.7M | 28 | Mar 31, 2022 |
| D•• B••• M••••• F••• L•• | Private Equity Fund | $16.4M | 23 | Mar 29, 2019 |
| D•• H•••••••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $16.0M | 48 | Mar 31, 2023 |
| D•• B••••• A• A• S••••• O• D•• P•••••• E••••• P•••••••• L••no longer reported | Private Equity Fund | $15.9M | 35 | Mar 31, 2017 |
| D•• N•• I• F••• L•• | Private Equity Fund | $15.8M | 35 | Mar 28, 2024 |
| D•• R••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L••no longer reported | Private Equity Fund | $15.4M | 16 | Mar 31, 2018 |
| D•• B••• A••• I• F••• L•• | Private Equity Fund | $14.4M | 25 | Mar 29, 2019 |
| D•• F•• I•• F••• L•• | Private Equity Fund | $14.4M | 26 | Mar 31, 2022 |
| D•• F•• F••• I• L•• | Private Equity Fund | $14.3M | 38 | Mar 29, 2019 |
| D•• B••• B•• F•••• L•• | Private Equity Fund | $14.0M | 45 | Mar 31, 2017 |
| D•• F•• F••• V• L•• | Private Equity Fund | $13.8M | 22 | Mar 29, 2019 |
| D•• S• I• F••• L•• | Private Equity Fund | $13.7M | 12 | Mar 29, 2019 |
| D•• H• M•••• I•• F••• L•• | Private Equity Fund | $12.9M | 31 | Mar 30, 2020 |
| D•• B••• C•• X••• F••• L•• | Private Equity Fund | $12.5M | 28 | Mar 30, 2021 |
| D•• H• W••••••••• F••• L•• | Private Equity Fund | $11.6M | 30 | Mar 30, 2020 |
| D•• H• C•••••• V• F••• L•• | Private Equity Fund | $11.4M | 30 | Mar 30, 2021 |
| D•• D•• F••• I• L•• | Private Equity Fund | $11.4M | 8 | Mar 29, 2019 |
| D•• T•••• X•• F••• L•• | Private Equity Fund | $11.1M | 17 | Mar 28, 2024 |
| D•• A••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $10.8M | 35 | Mar 30, 2020 |
| D•• U••••••• A• A• S••••• O• D•• P•••••• E••••• P••••••• L•• | Private Equity Fund | $10.2M | 84 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• M•••••• F••••••• · President/Managing Director/Chief Investment Officer Of D•••••••• C•••••• M••••••••• L••controlsince 06/2010 · owns less than 5%
- M••••••• A•••••• •••• · Chief Operating Officer/Chief Compliance Officercontrolsince 07/2010 · owns less than 5%
- D•••••• A••••••••• A••••• · Director Of D•••••••• C•••••• M••••••••• L••since 06/2010 · owns less than 5%
- D•••••• M•••••• A••••• · Director Of D•••••••• C•••••• M••••••••• L••since 06/2010 · owns less than 5%
- D•••••• A••••••••• A••••• · 50% Owner Of M•• C•••••• L••since 06/2010 · owns 50% to 75% of M•• C•••••• L••
- D•••••• M•••••• A••••• · 100% Owner Of Dcm Capital Holdings, LLCsince 06/2010 · owns 75% or more of D•• C•••••• H•••••••• L•••
- D•••••• M•••••• F••••••• · 50% Owner Of M•• C•••••• L••since 06/2010 · owns 50% to 75% of M•• C•••••• L••
Entity owners
- D•• C•••••• H•••••••• L••• · Memberdirect · owns 10% to 25%
- M•• C•••••• L•• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- D•• C••••• O••••••••• P•••••••• L••investment adviserpooled vehicle sponsory
- D•• E•••• D••••• P•••••••• L••investment adviserpooled vehicle sponsory
- D•• I••••••••• C••••investment adviserpooled vehicle sponsory
- D•• V• L••• O••• G•• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many p•••••• funds relative to firm sizeStatic outlier · filing Mar 30, 2026private funds per $1B of RAUM of 12.9 against a peer median of 0.9 (41 comparable advisers, 100.0th percentile, 13.7 robust deviations)peers: other advisers, $5B to $20B (41) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 587 to 570Mar 31, 2025 to Mar 30, 2026
- Corporate clients · 274 to 259Mar 31, 2025 to Mar 30, 2026
- HNW clients · 117 to 103Mar 31, 2025 to Mar 30, 2026
- Pension plan clients · 6 to 2Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 184 to 194Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $4.1B to $3.3BMar 31, 2025 to Mar 30, 2026
- Private funds · 88 to 94Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.6B to $7.2BMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $716M to $954MMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $15.2M to $81.0MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $2.3M to $2.2MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.9B to $3.2BMar 31, 2025 to Mar 30, 2026
- RAUM · $6.6B to $7.3BMar 31, 2025 to Mar 30, 2026
- Accounts · 671 to 587Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 11 to 10Mar 28, 2024 to Mar 31, 2025
- Corporate clients · 315 to 274Mar 28, 2024 to Mar 31, 2025
- HNW clients · 164 to 117Mar 28, 2024 to Mar 31, 2025
- Pension plan clients · 8 to 6Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 178 to 184Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $3.7B to $4.1BMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 85 to 88Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.9B to $6.6BMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $906M to $716MMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $316M to $15.2MMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $5.0M to $2.3MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.6B to $2.9BMar 28, 2024 to Mar 31, 2025
- RAUM · $6.2B to $6.6BMar 28, 2024 to Mar 31, 2025
- Accounts · 643 to 671Jul 28, 2023 to Mar 28, 2024
- Corporate clients · 299 to 315Jul 28, 2023 to Mar 28, 2024
- HNW clients · 157 to 164Jul 28, 2023 to Mar 28, 2024
- Pension plan clients · unset to 8.0Jul 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 177 to 178Jul 28, 2023 to Mar 28, 2024
- Assets in custody · $2.9B to $3.7BJul 28, 2023 to Mar 28, 2024
- Other offices · 0 to 1Jul 28, 2023 to Mar 28, 2024
- Private funds · 81 to 85Jul 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.8B to $5.9BJul 28, 2023 to Mar 28, 2024
- HNW RAUM · $773M to $906MJul 28, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $96.2M to $316MJul 28, 2023 to Mar 28, 2024
- Pension RAUM · $4.4M to $5.0MJul 28, 2023 to Mar 28, 2024
Signals
2 dated events
- D•••••••• C•••••• M••••••••• L•• reported RAUM $6.3B, up 37% from $4.6B (2021-11-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- D•••••••• C•••••• M••••••••• L•• reported RAUM $4.0B, up 33% from $3.0B (2018-05-01 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- D•••••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- D•••••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dimension-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-371-2776reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026