January 2025 Public Plan Commitment Summary

In January, Dakota tracked over $14.46B across 161 investments from 46 distinct pension funds or...

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Morgan Holycross, Marketing Manager | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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Chris LeRoy, Director of Investment Research | February 12, 2025

Top 10 Private Equity Firms in Miami

Miami has rapidly evolved into a powerhouse for private equity activity, attracting top-tier firms...

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Dakota | February 11, 2025

January 2025 Financial Advisor Moves and RIA Acquisitions

The new year got off to a strong start in January, continuing last quarter’s momentum, especially...

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Alex deMarco, Investment Research Analyst | February 6, 2025

Understanding the Private Equity Secondaries Market

The private equity secondaries market has been growing at a remarkable pace, becoming one of the...

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Koncheng Moua, Director of Data Management and Strategy | February 5, 2025

Consultant Led Real Estate Allocations in Q4 2024

Institutional investors remained highly active in private real estate throughout Q4 2024, with top...

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Morgan Holycross, Marketing Manager | February 4, 2025

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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