DYNAMIC BETA INVESTMENTS LLC
Latest filing: Mar 19, 2025 (174 days ago)
AUM
$3,323,763,229
71% change vs. 1 year ago
361% change vs. 3 years ago
1025% change vs. 5 years ago
562% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
25% change vs. 3 years ago
-29% change vs. 5 years ago
-50% change vs. 10 years ago
Main Office
GREENWICH, CT
30 E ELM ST, GREENWICH, CT, UNITED STATES, 06830
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.3 |
| Non-Discretionary | $0.0 |
| Total | $3.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.3 |
| Institutional | $0.0 |
| Total | $3.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| DBI/MADISON SIXTY, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $3.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $3.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $1.9 | $1.4 | 71% | 5 | 0 | 0% |
| 2023-04-04 | $2.1 | $1.2 | 56% | 5 | 0 | 0% |
| 2022-04-01 | $0.7 | $2.6 | 361% | 4 | 1 | 25% |
| 2021-04-05 | $0.5 | $2.8 | 547% | 4 | 1 | 25% |
| 2020-04-01 | $0.3 | $3.0 | 1025% | 7 | -2 | -29% |
| 2019-04-01 | $0.3 | $3.1 | 1221% | 8 | -3 | -38% |
| 2018-04-02 | $0.7 | $2.7 | 401% | 8 | -3 | -38% |
| 2017-04-01 | $0.5 | $2.8 | 537% | 8 | -3 | -38% |
| 2016-04-01 | $0.5 | $2.8 | 546% | 9 | -4 | -44% |
| 2015-04-01 | $0.5 | $2.8 | 562% | 10 | -5 | -50% |
| 2014-04-01 | $0.1 | $3.3 | 6317% | 10 | -5 | -50% |
| 2013-04-01 | $0.1 | $3.2 | 4030% | 8 | -3 | -38% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-08/19/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV