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| Dynamic Beta Investments LLC
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|---|---|
| CRD # | 164972 |
| SEC # | 801-77106 |
| CIK # | |
| AUM | 5,674.3 M (2026-03-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 646-837-7030 |
| Address | 30 E Elm St Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | IM DBI Managed Futures Partial Holdings Cayman Fund | 2023-03-29 | 23.7 M | |
| HF | DBI Liquid Alternatives Fund | 2021-03-31 | 67.7 M | |
| HF | DBI M60 Growth Fund LP | [2021-03-31] | 10.0 M | 11.1 M |
| Filed 2021-04-19 (D) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $72,000 · Net Assets Decline to Disclose | ||||
| PE | Beachhead Emerging Managers LLC | [2014-03-31] | 46.9 M | |
| Filed 2016-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Beachhead Alpha Access Fund LP | [2012-03-30] | 2.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 3.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 2.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 5.7 |
| By Discretionary | ||
| Discretionary | 7 | 5.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 3.7 | |
| Total | 7 | 5.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Beer | Executive Officer | 9 | 5 | |
| William Bijesse | Executive Officer | 7 | 4 | |
| Beachhead Capital Management LLC | Executive Officer | 4 | 2 | |
| Dbimadison Sixty LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (57 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 254900F78BE56PYS4F84 |
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