Dakota Asset Management, LLC

Overview

Dakota Asset Management, LLC is a small, equity-focused advisory firm serving individual and family clients, as well as pooled investment vehicles and business or institutional accounts. The firm manages client assets on a discretionary basis and emphasizes exchange-traded equities and ETFs as core building blocks. Its advisory mandate includes both standard percentage-of-AUM billing and performance-based fee arrangements, which aligns with active, outcome-driven portfolio management and the operation or oversight of pooled structures. The firm does not position itself as an ESG investor and is organized as a limited liability company with individual ownership. Dakota’s activities cover separate account management and portfolio management for pooled vehicles, indicating it runs both customized SMA-style mandates and collective strategies that can include incentive-based fee models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices