Dakota Investments, LLC
Dakota Investments, LLC is an SEC-registered ria in Bryn Mawr, PA with $124.8M assets under management (AUM, regulatory AUM), +114% over one year. See who owns Dakota Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290284, SEC 801-112120, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $124.8M (2026-05-06)
- Firm type
- Ria
- Location
- Bryn Mawr, PA
- Employees
- 6
- CRD
- 290284
- Ownership
- 337 PARTNERS, INC.; DIDOMENICO, DANIEL, THOMAS; O'GRADY, CHRISTOPHER, SCOTT; COSTIN, WILLIAM, GILMOR; CHISM, PATRICK, ANDREW
How much AUM does Dakota Investments, LLC have?
Dakota Investments, LLC reported $124.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Dakota Investments, LLC?
Disclosed owners and executives of Dakota Investments, LLC include 337 PARTNERS, INC., DIDOMENICO, DANIEL, THOMAS, O'GRADY, CHRISTOPHER, SCOTT, COSTIN, WILLIAM, GILMOR, CHISM, PATRICK, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.