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Dynamic Beta Investments LLC

● SEC registered since 2012CRD 164972SEC# 801-77106Greenwich, CT
Export (members)
Ranks #1,435 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.32B
Fund GAV
$91.4M
Private funds
2
Employees
5
Accounts
8
Location
Greenwich, CT

Dynamic Beta Investments LLC assets under management

Dynamic Beta Investments LLC is an SEC-registered investment adviser based in Greenwich, CT. The firm has been registered since 2012. It reports $3.3 billion in regulatory assets under management and employs 5 people. Dynamic Beta Investments LLC manages 2 private funds with combined gross assets of $91.4 million, including Dbi Liquid Alternatives Fund. By regulatory assets, it ranks 1,435 of 5,911 private fund managers.

Dynamic Beta Investments LLC private funds

2 funds · $91.4M GAV
FundTypeGross assetsMin.
Dbi Liquid Alternatives FundHedge$67.7M$1M
Im Dbi Managed Futures Partial Holdings Cayman FundHedge$23.7M$100K

Dynamic Beta Investments LLC owners & executives

13 reported
NameTitleOwnershipSince
Andrew David Beer ControlManagerUnder 5%2018
Beachhead Capital Holdings LLC ControlMember25-50%2018
Im Square Holding 4 LLC ControlMember50-75%2018
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Frequently asked questions

How much does Dynamic Beta Investments LLC manage?

Dynamic Beta Investments LLC reports $3.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Dynamic Beta Investments LLC manage?

Dynamic Beta Investments LLC manages 2 private funds with combined gross assets of $91.4 million.

How many employees does Dynamic Beta Investments LLC have?

Dynamic Beta Investments LLC reports 5 employees.

Where is Dynamic Beta Investments LLC located?

Dynamic Beta Investments LLC is based in Greenwich, CT and has been SEC-registered since 2012.

Does Dynamic Beta Investments LLC disclose fund performance?

Dynamic Beta Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 E Elm St, 2nd Floor, Greenwich, CT 06830
Phone646-837-7030
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.32B
Non-discretionary$0
Total (RAUM)$3.32B