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Dakota Marketplace · Data Coverage

Dakota Bythe Numbers

Everything inside Dakota Marketplace — verified allocator accounts, curated contacts, and institutional intelligence — at a glance.

259,155 Allocator Accounts
382,545 Allocator Contacts
26,295 Investment Firms
326 Metro Areas
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Allocator Universe

Every Investor Who Allocates
to Outside Managers

100% of allocator accounts in Dakota Marketplace actively commit capital to outside investment managers — not a single filler account.

259,155 Allocator Accounts

Spanning 35+ institutional investor types across North America, Europe, and beyond — all verified allocators.

382,545 Allocator Contacts

Investment officers, decision-makers, and key personnel updated daily by a 60+ person dedicated data team.

Coverage by Allocator Type

Allocator Type Accounts Contacts Metro Areas Notable Coverage
Corporate Retirement Plans 124,885 7,474 151 DB & DC plans with decision-makers
Corporate Pension Funds (Inv. Office) 78,428 54,687 161 Full investment office contacts
RIA Wealth Managers 17,555 Total RIAs 6,916 34,455 136 Incl. Aggregators, Hybrids & Teams; 1.5M+ 13F Filings
Family Offices 4,017 7,404 206 439 investment interests tagged
Insurance Company General Accounts 1,970 7,022 150 34,744 holdings tracked
Public Pension Funds 1,499 5,597 174 42,587 underlying investments
Wealth Managers (Non-RIA) 1,360 5,598 94  
Banks 1,140 12,848 155  
Taft-Hartley Plans (ERISA) 1,005 753 70  
Foundations 803 1,797 131 2,194 underlying investments
Endowments 671 1,801 138 3,563 underlying investments
Consultants 590 5,697 118 1,708 consultant reviews
Broker-Dealers 344 198,510 93 196,137 financial advisor contacts
Sovereign Wealth Funds 112 716 57 1,600 underlying investments
Superannuation Funds 45 384 6 Australia & NZ coverage
Investment Firms

Track Your Competition.
Know the Field.

Research the competitive landscape before every pitch. See what strategies firms are raising, who's on their team, and where they're active.

26,295 Investment Firm Accounts

Tracked across 275 metro areas globally, from emerging managers to Blackstone and KKR.

92,391 Investment Firm Contacts

Partners, PMs, and BD professionals — plus 602,874 13F filings for portfolio intelligence.

Firms by Investment Strategy

7,77217,538 contactsVenture Capital
5,46028,390 contactsPrivate Equity
3,66411,889 contactsPrivate Real Estate
3,0028,324 contactsHedge Funds
2,53114,731 contactsLong-only Equities
1,0676,811 contactsPrivate Credit
4453,055 contactsLong-only Fixed Income
3071,300 contactsPrivate Infrastructure
Financial Advisor Channel

230,000+ Financial Advisors.
One Platform.

The most complete financial advisor dataset available — from wirehouse teams to independent RIAs — for firms distributing liquid and retail alternatives.

0 Total Financial Advisors
0 FA Team Members
0 Advisor Teams

Wirehouse & Independent Team Breakdown

Team / Network Teams Contacts Metro Areas
LPL Teams 1,239 2,337 94
Morgan Stanley Teams 925 1,979 80
RBC Teams 717 1,184 81
UBS Teams 662 1,825 79
Raymond James Teams 531 1,128 102
Merrill Lynch Teams 438 1,238 73
Schwab Advisors 341 1,244 90
Janney Montgomery Scott Teams 441 597 38
Hightower Teams 104 516 41
Dynasty RIAs 56 215 29
Institutional Intelligence

The Data Layer Behind
Every Great Meeting

Beyond contacts, Dakota delivers the intelligence layer that gives your team context before you walk in the door.

3.4M+ Total 13F Filings

See exactly what RIAs, family offices, and institutions hold in liquid alternatives portfolios.

42,587 Public Pension Investments

Underlying investments with strategy, funding date, and fund balance detail from public pensions.

54,987 DC Plan Accounts

Defined contribution plans with decision-makers and full service provider relationships mapped.

14,000+ Investment Strategies

Performance data, fee studies, and competitor tracking by strategy for institutional RFP prep.

4,000+ Consultant Reviews

Field consultant ratings and manager evaluations by strategy and asset class.

2,000+ Manager Decks

Presentations given to public pension funds by other managers — know your competition.

34,744 Insurance Holdings

General account holdings and historical investments across major insurance companies.

2,260 Field Consultants

Individual field consultant contacts at advisory firms — the gatekeepers to institutional allocations.

Daily Public Plan Minutes

Public pension investment committee meeting notes — hires, RFPs, and allocation changes each morning.

Geographic Reach

326 Metro Areas.
100+ Countries.

Dakota classifies every allocator by metro area — making it simple to build territory lists for road shows, conference prep, and regional campaigns.

326 Metro Areas in Marketplace

From Boston and New York to London, Singapore, and Dubai — Dakota maps your territory wherever you're raising capital.

133US Metro Areas
19UK Metro Areas
13Canada
United States133
United Kingdom19
Canada13
Brazil8
Australia6
Germany6
Spain5
China5
Switzerland4
Netherlands3
United Arab Emirates3
Mexico3
Argentina3
Italy2
Sweden2
India2
Saudi Arabia2
+ 90 more countries1+

Ready to See It For Yourself?

Join 1,500+ investment firms already using Dakota Marketplace to find, research, and engage the right allocators.

Talk to a Dakota Expert → Explore the Platform

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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