36,215 firm profiles, organized by firm type, state, city, and AUM range. Every profile carries regulatory AUM, team counts, and registration history sourced from public filings and FINTRX research.
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo We are pleased to present the Monthly Report ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every quarter, institutional investment ...
Source: Dakota Marketplace, October 2026. The pattern has a simple explanation. A charity that hands its whole portfolio to one wealth manager has little need for a consultant. A charity that runs a ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard.
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Family office direct investment activity ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard.
Dakota built deep coverage across family offices, RIAs, pensions, endowments, insurance companies, and sovereign funds, and we still underestimated the financial advisor channel. It took customer ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo You can find the right European allocator, ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every quarter, institutional investment ...
Open any allocator’s screening workflow and the first few filters look surprisingly similar. Before they read a pitch deck or take a call, they check a handful of performance fields to decide whether ...
Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo UCITS sub-advisory lets a fund manager run ...
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