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The Dala Group, LLC

● SEC registered since 2023CRD 291828SEC# 801-127948Hoffman Estates, IL
Export (members)
Reg. AUM
$193.7M
Employees
5
Accounts
982
Location
Hoffman Estates, IL

The Dala Group, LLC assets under management

The Dala Group, LLC is an SEC-registered investment adviser based in Hoffman Estates, IL. The firm has been registered since 2023. It reports $193.7 million in regulatory assets under management and employs 5 people.

The Dala Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Michael David Heatwole ControlManagement Member & Chief Compliance OfficerUnder 5%2018
Mike Heatwole Revocable Living TrustOwnerOver 75%2021
Michael David Heatwole ControlSole Trustee2021

Frequently asked questions

How much does The Dala Group, LLC manage?

The Dala Group, LLC reports $193.7 million in regulatory assets under management on its Form ADV.

How many employees does The Dala Group, LLC have?

The Dala Group, LLC reports 5 employees.

Where is The Dala Group, LLC located?

The Dala Group, LLC is based in Hoffman Estates, IL and has been SEC-registered since 2023.

Does The Dala Group, LLC disclose fund performance?

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

Contact & registration

Address2815 Forbs Ave, Suite 107, Ste. 895, Hoffman Estates, IL 60192
Phone847-485-0248
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188.2M
Non-discretionary$5.5M
Total (RAUM)$193.7M