Market Panic and the Economy Update April 4 2025 (pdf)
DownloadFive Dimensions Small Cap December 1 2024 (pdf)
DownloadOctober 2024 Client Letter (pdf)
DownloadFive Dimensions Small Cap 3Q 2024 (pdf)
DownloadFive Dimensions Small Cap 2Q 2024 (pdf)
DownloadMarket Outlook May 2024 (pdf)
DownloadFive Dimensions Small Cap Fact Sheet 1Q 2024 (pdf)
DownloadSmall Cap Strategy Update (pdf)
DownloadMarkets Update November 2023 (pdf)
DownloadFive Dimensions Small Cap Strategy 2Q 2023 (pdf)
DownloadFive Dimensions Markets Update May 2023 (pdf)
DownloadFive Dimensions Small Cap Strategy 1Q23 (pdf)
DownloadFive Dimensions Small Cap Fact Sheet 09.30.22 (pdf)
DownloadFive Dimensions Small Cap Core - Fact Sheet 2Q22 (pdf)
DownloadJuly 2022 Markets and Strategy Update (pdf)
DownloadFive Dimensions Investment Management, LLC is closed, no longer a registered investment adviser or family office. All information contained herein is for general informational purposes or historical purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Performance shown represents results achieved at prior firms. Past performance does not guarantee future results. Five Dimensions has complied fully with the recordkeeping requirements of Rule 204-2(a)(16)(the “rule”) of the Advisers Act, along with the detailed regulatory requirements of other parts, and the CFAI standards, including its Code of Ethics, Standards of Professional Conduct and Global Investment Performance Standards.
. The 5 Dimensions U.S. Small Cap strategy (the “Strategy”) began in December 2010 and was managed by First Midwest Bank until February 2022 at which time it was transitioned to Five Dimensions Investment Management. Between August 2025 and December 2025, accounts and strategies were unwound, terminated, or transferred. Jason R. Bulinski has served as the portfolio manager of the Strategy since December 2010. At all times during his tenure as portfolio manager or chief investment officer, Mr. Bulinski has had ultimate decision-making authority with respect to the Strategy. Returns are presented gross as net of management fee provides immaterial differences in any decision making or conclusion post hoc and include the reinvestment of all dividends. Historical net of fee performance if calculated would use the highest fee of a 1.00% annual management fee. Past performance does not guarantee future results.
Five Dimensions has complied fully with the recordkeeping requirements of Rule 204-2(a)(16)(the “rule”) of the Advisers Act, along with the detailed regulatory requirements of other parts, and the CFAI standards, including its Code of Ethics, Standards of Professional Conduct and Global Investment Performance Standards. Past performance is not indicative of future results.
HISTORY
Five Dimensions Investment Management LLC, a registered investment adviser (July 27, 2022- August 7, 2025)
Five Dimensions Investment Management LLC, a Family Office (August 7, 2025- December 23, 2025)-Executed MAA/IMSA
Five Dimensions Investment Management LLC, a Family Office (February 18, 2022- July 27, 2022, conversion executed MAA/IMSA)
First Midwest Bank, Regional Bank $15B AUM, Chief Investment Officer
Five Dimensions Investment Management, LLC was defined as an independent investment management firm that is not affiliated with any parent organization. Performance shown prior to 18 February 2022 represents results achieved solely by Jason R. Bulinski, CFA while he was part of First Midwest Bank, a division of Old National Bank. Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. Jason R. Bulinski, CFA took over the management of the small cap strategy December 1, 2010 and had sole discretion and full discretion of the small cap strategy and sub-advisory relationship with Premier Asset Management. The last full verification report is available on the website and upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.
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