Investment RFPs Announced in July 2024

As we move through the investment landscape, July brought a series of significant RFPs across...

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Koncheng Moua, Director of Data Management and Strategy | August 22, 2024

July 2024 Public Plan Commitment Summary

In July, Dakota monitored around $6 billion across 78 investments. During this period, 36 distinct...

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Morgan Holycross, Marketing Manager | August 21, 2024

Top 10 Family Offices in New York

In the world of wealth management, family offices represent the pinnacle of personalized wealth...

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Alex deMarco, Investment Research Analyst | August 20, 2024

The Growth of Family Offices

Over the past several years, the landscape of family office investing has undergone a significant...

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John Washington, Data Research Analyst | August 15, 2024

July 2024 Financial Advisor and RIA Moves and Acquisitions

In July, Dakota followed notable mergers and acquisitions including KKR's acquisition of Janney...

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Morgan Holycross, Marketing Manager | August 14, 2024

Top 10 Family Offices in Texas

In the world of wealth management, family offices represent the pinnacle of personalized wealth...

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Morgan Holycross, Marketing Manager | August 13, 2024

Top Private Market Databases

The private markets landscape has experienced remarkable growth over the past few decades, becoming...

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