The Dala Group, LLC
● SEC registered since 2023CRD 291828SEC# 801-127948Hoffman Estates, IL
Reg. AUM
$265.2M
Employees
11
Accounts
1,080
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 $265.2 million in regulatory assets under management and employs 11 people.
The Dala Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael David Heatwole Control | Management Member & Chief Compliance Officer | Under 5% | 2018 |
| Mike Heatwole Revocable Living Trust | Owner | Over 75% | 2021 |
| Michael David Heatwole Control | Sole Trustee | — | 2021 |
Frequently asked questions
How much does The Dala Group, LLC manage?
The Dala Group, LLC reports $265.2 million in regulatory assets under management on its Form ADV.
How many employees does The Dala Group, LLC have?
The Dala Group, LLC reports 11 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
| Address | 2800 W. Higgins Rd., Ste. 895, Hoffman Estates, IL 60169 |
| Phone | 847-485-0248 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$265.2M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$265.2Mregulatory AUM
Discretionary $259.5MNon-discretionary $5.7M