Consultant Led Private Equity Allocations in Q4 2024

Institutional investors across the U.S. have maintained a strong focus on private equity...

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Dakota | January 7, 2025

December 2024 New Fund Launches

Keeping a pulse on new fund launches is key to spotting market opportunities early. This month’s...

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Morgan Holycross, Marketing Manager | December 18, 2024

The Top Institutional Investor Databases for 2025

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...

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Dakota | December 17, 2024

November 2024 Public Plan Commitment Summary

In November, Dakota tracked over $20.3 billion across 133 investments. Throughout this time, 37...

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Morgan Holycross, Marketing Manager | December 11, 2024

The Top Form ADV Reports to Leverage RIAs

If you’ve ever found yourself sifting through the SEC’s website in search of Registered Investment...

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Dakota | December 10, 2024

November 2024 Financial Advisor Moves and RIA Acquisitions

Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not...

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Dakota | December 5, 2024

November 2024 New Fund Launches

Keeping tabs on new fund launches is essential for staying ahead. This month, we've highlighted a...

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