DAKOTA PACIFIC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
166013

Firm profile

FINTRX

Overview

Dakota Pacific is organized as a limited liability company that operates primarily through a private fund vehicle. Public filings and the firm’s profile show little in the way of retail advisory activity or a multi-client advisory platform; instead, the firm’s disclosed activity centers on a single private equity fund. Dakota Pacific is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state advisory operations. Classification and detailed advisory offerings are not disclosed, which points to a narrow, fund-focused business model rather than a broad RIA serving many individual advisory accounts.

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

Contacts

3 of 5
  • LANE CRITCHFIELD

    Senior AdvisorCRD 6133944

  • JOHN MILLER

    ChairmanCRD 6133547

  • QUENTIN COOK

    Managing DirectorCRD 5526667

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
299 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth