DYNAMIC BETA INVESTMENTS LLC
CRD #164972 SEC #801-77106 GREENWICH, CT 646-837-7030
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$3.3B
Employees
5
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.3B | $3.3B | $0 | 5 | 1 |
| Aug 2024 | $2.6B | $2.6B | $0 | 5 | 1 |
| Mar 2024 | $1.9B | $1.9B | $10.2M | 5 | 0 |
| Mar 2023 | $2.1B | $2.1B | $32.3M | 5 | 0 |
| Sep 2022 | $720.4M | $720.4M | $0 | 4 | 0 |
| Apr 2022 | $720.4M | $720.4M | $0 | 4 | 0 |
| Mar 2022 | $720.4M | $720.4M | $0 | 4 | 0 |
| Mar 2021 | $513.5M | $513.5M | $0 | 4 | 0 |
| Jan 2021 | $295.5M | $295.5M | $0 | 7 | 0 |
| Mar 2020 | $295.5M | $295.5M | $0 | 7 | 0 |
| Nov 2019 | $251.5M | $251.5M | $0 | 8 | 0 |
| Mar 2019 | $251.5M | $251.5M | $0 | 8 | 0 |
| Oct 2018 | $663.7M | $663.7M | $0 | 8 | 0 |
| Sep 2018 | $663.7M | $663.7M | $0 | 8 | 0 |
| Jul 2018 | $663.7M | $663.7M | $0 | 8 | 0 |
| Jul 2018 | $663.7M | $663.7M | $0 | 8 | 0 |
| Mar 2018 | $663.7M | $663.7M | $0 | 8 | 0 |
| Jan 2018 | $521.5M | $521.5M | $0 | 8 | 10 |
| Mar 2017 | $521.5M | $521.5M | $0 | 8 | 1 |
| Dec 2016 | $514.7M | $514.7M | $0 | 8 | 1 |
| May 2016 | $514.7M | $514.7M | $0 | 9 | 1 |
| Mar 2016 | $514.7M | $514.7M | $0 | 9 | 1 |
| Apr 2015 | $502.1M | $502.1M | $0 | 10 | 11 |
| Apr 2015 | $502.1M | $502.1M | $0 | 10 | 11 |
| Mar 2014 | $51.8M | $51.8M | $0 | 10 | 1 |
| Mar 2013 | $80.5M | $80.5M | $0 | 8 | 1 |
| Jan 2013 | $109.1M | $109.1M | $0 | 8 | 1 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients1
DateAug 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.2M
Employees5
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$32.3M
Employees5
Clients0
DateSep 2022
Total AUM$720.4M
Discretionary$720.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$720.4M
Discretionary$720.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$720.4M
Discretionary$720.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$295.5M
Discretionary$295.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$295.5M
Discretionary$295.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees8
Clients10
DateMar 2017
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees8
Clients1
DateDec 2016
Total AUM$514.7M
Discretionary$514.7M
Non-Disc.$0
Employees8
Clients1
DateMay 2016
Total AUM$514.7M
Discretionary$514.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$514.7M
Discretionary$514.7M
Non-Disc.$0
Employees9
Clients1
DateApr 2015
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees10
Clients11
DateApr 2015
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees10
Clients11
DateMar 2014
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2013
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees8
Clients1
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0