Asset manager · Greenwich, CT
Dynamic Beta Investments LLC
SEC-registered investment adviser · CRD 164972 · SEC 801-77106
At a glance
Dynamic Beta Investments LLC is an SEC-registered investment adviser based in Greenwich, Connecticut, with $5.7 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 652nd of 3,218 asset managers and 1,927th of 17,210 SEC-registered advisers by assets.
Main office 646-837-7030dbi.coLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.7B
- Rank among asset managers
- #652 of 3,218
- Rank among all SEC RIAs
- #1,927 of 17,210
- Rank in Connecticut
- #81 of 507
- Clients
- 7
- Accounts
- 7
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jason R. BeckettChief Compliance Officer and Chief Operating Officer
- Andrew D. BeerManager
- Mathias A. Mamou-ManiManager
Custody and brokerage
Custodian
Dynamic Beta Investments LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 3 | $3.7B | 65% |
| Pooled investment vehicles | 4 | $2.0B | 35% |
Disciplinary disclosures
Dynamic Beta Investments LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗dbi.co ↗
AtlasMembers
The full record on Dynamic Beta Investments LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 679 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Dynamic Beta Investments LLC manage?
Dynamic Beta Investments LLC reports $5.7 billion in regulatory assets under management across 7 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Dynamic Beta Investments LLC?
Dynamic Beta Investments LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Dynamic Beta Investments LLC’s clients?
By assets, its largest client types are investment companies ($3.7 billion, 3 clients); pooled investment vehicles ($2.0 billion, 4 clients).
Does Dynamic Beta Investments LLC have any disciplinary history?
Dynamic Beta Investments LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Dynamic Beta Investments LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →