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Dakota Investments, LLC

● SEC registered since 2017CRD 290284SEC# 801-112120Bryn Mawr, PA
Export (members)
Reg. AUM
$58.2M
Employees
6
Accounts
1
Location
Bryn Mawr, PA

Dakota Investments, LLC assets under management

Dakota Investments, LLC is an SEC-registered investment adviser based in Bryn Mawr, PA. The firm has been registered since 2017. It reports $58.2 million in regulatory assets under management and employs 6 people.
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Dakota Investments, LLC owners & executives

4 reported
NameTitleOwnershipSince
337 Partners, Inc.Owner5-10%2017
Daniel Thomas Didomenico ControlPresident And CcoUnder 5%2017
William Gilmor Costin ControlManaging MemberOver 75%2017
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Frequently asked questions

How much does Dakota Investments, LLC manage?

Dakota Investments, LLC reports $58.2 million in regulatory assets under management on its Form ADV.

How many employees does Dakota Investments, LLC have?

Dakota Investments, LLC reports 6 employees.

Where is Dakota Investments, LLC located?

Dakota Investments, LLC is based in Bryn Mawr, PA and has been SEC-registered since 2017.

Does Dakota Investments, LLC disclose fund performance?

Dakota Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010
Phone(610) 937-5211
Office hours8 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$58.2M
Non-discretionary$0
Total (RAUM)$58.2M