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DYNAMIC BETA INVESTMENTS LLC

GREENWICH, CT · CRD 164972 · IAPD ↗ · 646-837-7030

$5.67BRegulatory AUM
3Advisory reps
7Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

64
April 2026 — DYNAMIC BETA INVESTMENTS LLC reported RAUM up 71% ($3.32B -> $5.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — DYNAMIC BETA INVESTMENTS LLC reported RAUM up 25% ($2.65B -> $3.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
September 2024 — DYNAMIC BETA INVESTMENTS LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
September 2024 — DYNAMIC BETA INVESTMENTS LLC moved its main office from NEW YORK, NY to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
52
September 2024 — DYNAMIC BETA INVESTMENTS LLC reported RAUM up 36% ($1.94B -> $2.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — DYNAMIC BETA INVESTMENTS LLC changed its website from dynamicbeta.com to dbi.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.