| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Persimmon Absolute Return Master Fund, LP | Hedge | $11.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Paul Keller Control | President | Under 5% | 2025 |
| Dakota Wealth Management, LLC Control | Managing Member | Over 75% | 2018 |
| Kayla Marie Berg Control | Chief Compliance Officer | Under 5% | 2021 |
Dakota Wealth, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
Dakota Wealth, LLC manages 1 private funds with combined gross assets of $11.7 million.
Dakota Wealth, LLC reports 78 employees.
Dakota Wealth, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2018.
Dakota Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418-1752 |
| Phone | (561) 774-8101 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1631353 |
| Discloses disciplinary history | Yes |
| Discretionary | $6.33B |
| Non-discretionary | $7.3M |
| Total (RAUM) | $6.34B |