DAKOTA INVESTMENTS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$125M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
BRYN MAWR, Pennsylvania
CRD number
290284
Registered since
December 6, 2017
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Dakota Investments, LLC is a limited liability company that registered with the SEC in 2017 and describes its client base as institutional. Its principal advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm's ownership is listed as a mix of a domestic entity and an individual. Dakota is not flagged as a capital allocator, and it does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM COSTIN

    Founder & CEOCRD 4495453

Contacts

2 of 2
  • PATRICK CHISM

    Managing DirectorCRD 2875421

  • DANIEL DIDOMENICO

    PresidentCRD 5051063

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BRYN MAWR, PA

DELAWARE

Location

BRYN MAWR, PA

Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
925 W Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth