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 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
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 1WILLIAM COSTIN
Founder & CEOCRD 4495453
Contacts
2 of 2PATRICK 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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