Dakota Wealth Management is a fund manager in Palm Beach Gardens with $1.95 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Oakmont Partners LLC
SEC CIK
IRS number
204893886
SEC advisor number
801-114097
FINRA CRD number
297987
AUM ?
$2.55 bn
(as of 5 Jan 24)
Accounts
4,748
(as of 5 Jan 24)
Employees
57
(38 investment advisory or research)
Address
Dakota Wealth Management
11376 N. JOG RD.
SUITE 101
PALM BEACH GARDENS
FL 33418
11376 N. JOG RD.
SUITE 101
PALM BEACH GARDENS
FL 33418
Phone
561-774-8029
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Dakota Wealth, LLC | $1.95 bn | |
Par Fund SPV, LLC | $972.00 k | Hedge Fund |
Persimmon Absolute Return Master Fund, LP | $22.26 mm | Hedge Fund |
Persimmon Absolute Return Fund, a Series of Persimmon Research Partners, LP |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21