Dakota Investments, LLC
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
FINTRXOverview
Dakota Investments, LLC is an SEC‑registered limited liability company (registered in 2017) that operates as an institutional registered investment adviser. The firm’s stated advisory activity is portfolio management for investment companies, and its client base is institutional. Dakota charges advisory fees as a percentage of assets under management and is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not a multi‑state adviser, and does not serve in a pension consultant capacity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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