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Alok Bhatt

DIMENSION CAPITAL MANAGEMENT LLC·MIAMI, Florida
Unclaimed Profile
1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5623954Firm CRD# 109380
01

About

Alok Bhatt is a registered financial advisor based in MIAMI, Florida, affiliated with DIMENSION CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DIMENSION CAPITAL MANAGEMENT LLC
DIMENSION CAPITAL MANAGEMENT LLC
AUM
$6.2B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5623954
Firm CRD# 109380
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alok Bhatt offer?
Alok Bhatt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Alok Bhatt's credentials?
Alok Bhatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alok Bhatt located?
Alok Bhatt is based in MIAMI, Florida, working with DIMENSION CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Alok Bhatt charge for services?
Alok Bhatt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIMENSION CAPITAL MANAGEMENT LLC?
DIMENSION CAPITAL MANAGEMENT LLC has approximately 50 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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