Dakota Investments, LLC
● SEC registered since 2017CRD 290284SEC# 801-112120Bryn Mawr, PA
Reg. AUM
$124.8M
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 $124.8 million in regulatory assets under management and employs 6 people.
Dakota Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 337 Partners, Inc. | Owner | 5-10% | 2017 |
| Daniel Thomas Didomenico Control | President | Under 5% | 2017 |
| Patrick Andrew Chism | Chief Compliance Officer | Under 5% | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dakota Investments, LLC manage?
Dakota Investments, LLC reports $124.8 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
| Address | 925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010 |
| Phone | (610) 937-5211 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.8M▲ 114%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$124.8Mregulatory AUM
Discretionary $124.8M